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Ossiam’s Bank of Montreal BMO Stock Holding History

Ossiam’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 		$424K Sell
2,401
-3,157
-57% -$496K 0.01% 517
2026
Q1 		$750K Sell
5,558
-918
-14% -$128K 0.01% 254
2025
Q4 		$842K Sell
6,476
-7,370
-53% -$933K 0.02% 240
2025
Q3 		$1.8M Sell
13,846
-12,547
-48% -$1.49M 0.02% 361
2025
Q2 		$2.92M Sell
26,393
-26,075
-50% -$2.63M 0.03% 222
2025
Q1 		$5.01M Sell
52,468
-1,147
-2% -$113K 0.07% 135
2024
Q4 		$5.2M Sell
53,615
-23,583
-31% -$2.23M 0.09% 139
2024
Q3 		$6.97M Buy
77,198
+26,230
+51% +$2.24M 0.13% 88
2024
Q2 		$4.28M Sell
50,968
-1,180
-2% -$107K 0.08% 132
2024
Q1 		$5.1M Sell
52,148
-8,830
-14% -$834K 0.09% 140
2023
Q4 		$6.06M Buy
60,978
+14,550
+31% +$1.21M 0.1% 106
2023
Q3 		$3.93M Buy
46,428
+10,452
+29% +$919K 0.07% 131
2023
Q2 		$3.25M Sell
35,976
-4,862
-12% -$430K 0.06% 163
2023
Q1 		$3.63M Sell
40,838
-6,573
-14% -$624K 0.08% 146
2022
Q4 		$4.29M Buy
47,411
+10,480
+28% +$970K 0.11% 130
2022
Q3 		$3.25M Buy
+36,931
New +$3.57M 0.09% 142
2020
Q3 		– Sell
-2,800
Closed -$149K – 422
2020
Q2 		$149K Sell
2,800
-5,800
-67% -$296K 0.01% 326
2020
Q1 		$429K Buy
8,600
+600
+8% +$40.7K 0.03% 257
2019
Q4 		$621K Buy
8,000
+6,700
+515% +$504K 0.05% 176
2019
Q3 		$96K Sell
1,300
-400
-24% -$29.1K 0.01% 377
2019
Q2 		$129K Hold
1,700
– – 0.01% 356
2019
Q1 		$127K Buy
+1,700
New +$126K 0.01% 232

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

Ossiam's BMO Position: Q2 2026 in Review

Ossiam reduced its Bank of Montreal (BMO) stake by 57% in Q2 2026, selling an estimated $496K and leaving 2,401 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #517.

Ossiam first reported a position in BMO in Q1 2019 and has held it in 22 quarters since. The position peaked at $6.97M in Q3 2024. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Ossiam held 2,401 shares of Bank of Montreal worth $424K as of Q2 2026.
  • Ossiam sold 3,157 Bank of Montreal shares in Q2 2026, an estimated $496K.
  • Bank of Montreal made up 0.01% of Ossiam's portfolio in Q2 2026, its #517 holding.
  • Ossiam first reported a position in Bank of Montreal in Q1 2019 and has held it in 22 quarters since.
  • Ossiam's Bank of Montreal position peaked at $6.97M in Q3 2024.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

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