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Operose Advisors’s Bank of Montreal BMO Stock Holding History

Operose Advisors’s Portfolio BMO Stock Details BMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$284K Buy
+1,606
New +$252K 0.05% 136
2026
Q1 		– Sell
-1,093
Closed -$142K – 600
2025
Q4 		$142K Buy
1,093
+450
+70% +$57K 0.03% 186
2025
Q3 		$83.8K Sell
643
-761
-54% -$90.1K 0.02% 215
2025
Q2 		$155K Buy
1,404
+204
+17% +$20.6K 0.04% 153
2025
Q1 		$115K Sell
1,200
-1,093
-48% -$108K 0.04% 160
2024
Q4 		$223K Sell
2,293
-1,193
-34% -$113K 0.08% 114
2024
Q3 		$314K Hold
3,486
– – 0.1% 106
2024
Q2 		$292K Sell
3,486
-515
-13% -$46.8K 0.1% 108
2024
Q1 		$391K Sell
4,001
-577
-13% -$54.5K 0.13% 106
2023
Q4 		$453K Buy
4,578
+2,819
+160% +$235K 0.18% 61
2023
Q3 		$148K Hold
1,759
– – 0.06% 165
2023
Q2 		$159K Hold
1,759
– – 0.07% 99
2023
Q1 		$157K Hold
1,759
– – 0.08% 87
2022
Q4 		$159K Sell
1,759
-328
-16% -$30.4K 0.09% 83
2022
Q3 		$183K Hold
2,087
– – 0.12% 64
2022
Q2 		$201K Sell
2,087
-678
-25% -$72K 0.14% 57
2022
Q1 		$326K Buy
2,765
+2,339
+549% +$271K 0.23% 43
2021
Q4 		$46K Buy
+426
New +$45.9K 0.04% 144

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Operose Advisors's BMO Position: Q2 2026 in Review

Operose Advisors opened a new position in Bank of Montreal (BMO) in Q2 2026: 1,606 shares worth $284K. The stake represents 0.05% of the portfolio and ranks #136 among its holdings. This is a return to the name: Operose Advisors previously reported a position in BMO as recently as Q4 2025.

Operose Advisors first reported a position in BMO in Q4 2021 and has held it in 18 quarters since. The position peaked at $453K in Q4 2023. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Operose Advisors held 1,606 shares of Bank of Montreal worth $284K as of Q2 2026.
  • Bank of Montreal was a new Operose Advisors position in Q2 2026.
  • Bank of Montreal made up 0.05% of Operose Advisors's portfolio in Q2 2026, its #136 holding.
  • Operose Advisors first reported a position in Bank of Montreal in Q4 2021 and has held it in 18 quarters since.
  • Operose Advisors's Bank of Montreal position peaked at $453K in Q4 2023.
  • 659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.