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Pacifica Partners’s Bank of Montreal BMO Stock Holding History

Pacifica Partners’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 		$743K Sell
4,275
-730
-15% -$115K 0.22% 66
2026
Q1 		$677K Buy
+5,005
New +$695K 0.22% 68
2025
Q4 		– Sell
-5,100
Closed -$665K – 472
2025
Q3 		$665K Sell
5,100
-460
-8% -$54.5K 0.24% 69
2025
Q2 		$607K Sell
5,560
-100
-2% -$10.1K 0.25% 63
2025
Q1 		$544K Hold
5,660
– – 0.25% 65
2024
Q4 		$548K Sell
5,660
-320
-5% -$30.2K 0.24% 64
2024
Q3 		$541K Hold
5,980
– – 0.22% 66
2024
Q2 		$509K Sell
5,980
-354
-6% -$32.1K 0.22% 66
2024
Q1 		$606K Buy
6,334
+2,204
+53% +$208K 0.27% 64
2023
Q4 		$351K Buy
4,130
+65
+2% +$5.43K 0.17% 79
2023
Q3 		$328K Sell
4,065
-602
-13% -$52.9K 0.18% 74
2023
Q2 		$424K Buy
4,667
+165
+4% +$14.6K 0.24% 62
2023
Q1 		$397K Buy
4,502
+1,495
+50% +$142K 0.24% 64
2022
Q4 		$271K Buy
3,007
+2,114
+237% +$196K 0.18% 74
2022
Q3 		$79K Buy
893
+123
+16% +$11.9K 0.06% 137
2022
Q2 		$76K Hold
770
– – 0.05% 150
2022
Q1 		$89K Hold
770
– – 0.06% 133
2021
Q4 		$87K Sell
770
-26
-3% -$2.8K 0.06% 136
2021
Q3 		$81K Hold
796
– – 0.06% 128
2021
Q2 		$81K Hold
796
– – 0.06% 119
2021
Q1 		$72K Sell
796
-28
-3% -$2.28K 0.06% 121
2020
Q4 		$62K Sell
824
-30
-4% -$2.05K 0.06% 118
2020
Q3 		$50K Sell
854
-1,227
-59% -$71K 0.05% 115
2020
Q2 		$111K Buy
2,081
+170
+9% +$8.67K 0.12% 83
2020
Q1 		$102K Sell
1,911
-113
-6% -$7.66K 0.13% 85
2019
Q4 		$157K Buy
+2,024
New +$152K 0.15% 79

Other funds holding BMO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return

Pacifica Partners's BMO Position: Q2 2026 in Review

Pacifica Partners reduced its Bank of Montreal (BMO) stake by 15% in Q2 2026, selling an estimated $115K and leaving 4,275 shares worth $743K. The position accounts for 0.22% of the portfolio, ranked #66.

Pacifica Partners first reported a position in BMO in Q4 2019 and has held it in 26 quarters since. 174 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Pacifica Partners held 4,275 shares of Bank of Montreal worth $743K as of Q2 2026.
  • Pacifica Partners sold 730 Bank of Montreal shares in Q2 2026, an estimated $115K.
  • Bank of Montreal made up 0.22% of Pacifica Partners's portfolio in Q2 2026, its #66 holding.
  • Pacifica Partners first reported a position in Bank of Montreal in Q4 2019 and has held it in 26 quarters since.
  • 174 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.