Park Avenue Securities’s Bank of Montreal BMO Stock Holding History

Park Avenue Securities’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	$333K	Sell	1,887 -2,269	-55%	-$357K	﹤0.01%	1475
2026 Q1	$562K	Sell	4,156 -717	-15%	-$99.6K	﹤0.01%	1054
2025 Q4	$633K	Buy	4,873 +486	+11%	+$61.5K	0.01%	993
2025 Q3	$571K	Sell	4,387 -212	-5%	-$25.1K	﹤0.01%	1118
2025 Q2	$509K	Buy	+4,599	New	+$463K	﹤0.01%	1059
2025 Q1	–	Sell	-4,476	Closed	-$434K	–	1210
2024 Q4	$434K	Buy	+4,476	New	+$423K	﹤0.01%	1131

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Park Avenue Securities's BMO Position: Q2 2026 in Review

Park Avenue Securities reduced its Bank of Montreal (BMO) stake by 55% in Q2 2026, selling an estimated $357K and leaving 1,887 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

Park Avenue Securities first reported a position in BMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $633K in Q4 2025. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Park Avenue Securities held 1,887 shares of Bank of Montreal worth $333K as of Q2 2026.
Park Avenue Securities sold 2,269 Bank of Montreal shares in Q2 2026, an estimated $357K.
Bank of Montreal made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1475 holding.
Park Avenue Securities first reported a position in Bank of Montreal in Q4 2024 and has held it in 6 quarters since.
Park Avenue Securities's Bank of Montreal position peaked at $633K in Q4 2025.
659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.