Parallel Advisors’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $394K | Buy |
2,912
+153
| +6% | +$21.3K | 0.01% | 820 |
|
|
2025
Q4 | $358K | Buy |
2,759
+1
| +0% | +$127 | 0.01% | 818 |
|
|
2025
Q3 | $359K | Buy |
2,758
+251
| +10% | +$29.7K | 0.01% | 788 |
|
|
2025
Q2 | $277K | Sell |
2,507
-370
| -13% | -$37.3K | 0.01% | 863 |
|
|
2025
Q1 | $275K | Buy |
2,877
+75
| +3% | +$7.42K | 0.01% | 818 |
|
|
2024
Q4 | $272K | Buy |
2,802
+208
| +8% | +$19.7K | 0.01% | 804 |
|
|
2024
Q3 | $234K | Buy |
2,594
+419
| +19% | +$35.7K | 0.01% | 860 |
|
|
2024
Q2 | $182K | Sell |
2,175
-594
| -21% | -$53.9K | ﹤0.01% | 903 |
|
|
2024
Q1 | $271K | Buy |
2,769
+428
| +18% | +$40.4K | 0.01% | 742 |
|
|
2023
Q4 | $232K | Buy |
2,341
+67
| +3% | +$5.59K | 0.01% | 736 |
|
|
2023
Q3 | $192K | Buy |
2,274
+119
| +6% | +$10.5K | 0.01% | 802 |
|
|
2023
Q2 | $195K | Sell |
2,155
-269
| -11% | -$23.8K | 0.01% | 787 |
|
|
2023
Q1 | $216K | Sell |
2,424
-81
| -3% | -$7.68K | 0.01% | 732 |
|
|
2022
Q4 | $227K | Sell |
2,505
-450
| -15% | -$41.7K | 0.01% | 651 |
|
|
2022
Q3 | $259K | Buy |
2,955
+212
| +8% | +$20.5K | 0.01% | 589 |
|
|
2022
Q2 | $264K | Buy |
2,743
+125
| +5% | +$13.3K | 0.01% | 571 |
|
|
2022
Q1 | $311K | Sell |
2,618
-9
| -0.3% | -$1.04K | 0.01% | 566 |
|
|
2021
Q4 | $283K | Buy |
2,627
+263
| +11% | +$28.3K | 0.01% | 616 |
|
|
2021
Q3 | $236K | Buy |
2,364
+29
| +1% | +$2.92K | 0.01% | 658 |
|
|
2021
Q2 | $240K | Buy |
2,335
+202
| +9% | +$19.9K | 0.01% | 615 |
|
|
2021
Q1 | $190K | Buy |
2,133
+37
| +2% | +$3.02K | 0.01% | 655 |
|
|
2020
Q4 | $159K | Buy |
2,096
+17
| +0.8% | +$1.16K | 0.01% | 659 |
|
|
2020
Q3 | $121K | Buy |
2,079
+42
| +2% | +$2.43K | 0.01% | 706 |
|
|
2020
Q2 | $108K | Sell |
2,037
-1,572
| -44% | -$80.2K | 0.01% | 734 |
|
|
2020
Q1 | $181K | Buy |
3,609
+1,725
| +92% | +$117K | 0.01% | 477 |
|
|
2019
Q4 | $146K | Buy |
1,884
+232
| +14% | +$17.5K | 0.01% | 615 |
|
|
2019
Q3 | $122K | Buy |
1,652
+556
| +51% | +$40.5K | 0.01% | 655 |
|
|
2019
Q2 | $83K | Sell |
1,096
-241
| -18% | -$18.4K | 0.01% | 721 |
|
|
2019
Q1 | $100K | Sell |
1,337
-66
| -5% | -$4.88K | 0.01% | 607 |
|
|
2018
Q4 | $91K | Buy |
1,403
+43
| +3% | +$3.19K | 0.01% | 569 |
|
|
2018
Q3 | $112K | Sell |
1,360
-125
| -8% | -$10.1K | 0.01% | 572 |
|
|
2018
Q2 | $114K | Sell |
1,485
-189
| -11% | -$14.6K | 0.02% | 508 |
|
|
2018
Q1 | $127K | Sell |
1,674
-141
| -8% | -$11.1K | 0.02% | 432 |
|
|
2017
Q4 | $145K | Buy |
1,815
+4
| +0.2% | +$312 | 0.02% | 390 |
|
|
2017
Q3 | $140K | Buy |
1,811
+5
| +0.3% | +$373 | 0.02% | 391 |
|
|
2017
Q2 | $137K | Sell |
1,806
-265
| -13% | -$18.8K | 0.03% | 393 |
|
|
2017
Q1 | $145K | Buy |
2,071
+99
| +5% | +$7.48K | 0.03% | 358 |
|
|
2016
Q4 | $142K | Buy |
+1,972
| New | +$132K | 0.03% | 310 |
|
Other funds holding BMO
VCM
Parallel Advisors's BMO Position: Q1 2026 in Review
Parallel Advisors increased its Bank of Montreal (BMO) stake by 5.5% in Q1 2026, buying an estimated $21.3K and bringing the position to 2,912 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #820.
Parallel Advisors first reported a position in BMO in Q4 2016 and has held it in 38 quarters since. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.
- Parallel Advisors held 2,912 shares of Bank of Montreal worth $394K as of Q1 2026.
- Parallel Advisors bought 153 Bank of Montreal shares in Q1 2026, an estimated $21.3K.
- Bank of Montreal made up 0.01% of Parallel Advisors's portfolio in Q1 2026, its #820 holding.
- Parallel Advisors first reported a position in Bank of Montreal in Q4 2016 and has held it in 38 quarters since.
- 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.
Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.