&Partners’s Bank of Montreal BMO Stock Holding History

&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 Q1	$1.47M	Sell	10,877 -2,372	-18%	-$330K	0.01%	1078
2025 Q4	$1.72M	Sell	13,249 -2,251	-15%	-$285K	0.01%	935
2025 Q3	$2.02M	Sell	15,500 -279	-2%	-$33K	0.01%	748
2025 Q2	$1.75M	Buy	15,779 +2,494	+19%	+$251K	0.01%	731
2025 Q1	$1.27M	Buy	13,285 +5,144	+63%	+$509K	0.01%	726
2024 Q4	$782K	Buy	+8,141	New	+$769K	0.01%	875

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

&Partners's BMO Position: Q1 2026 in Review

&Partners reduced its Bank of Montreal (BMO) stake by 18% in Q1 2026, selling an estimated $330K and leaving 10,877 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #1078.

&Partners first reported a position in BMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.02M in Q3 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

&Partners held 10,877 shares of Bank of Montreal worth $1.47M as of Q1 2026.
&Partners sold 2,372 Bank of Montreal shares in Q1 2026, an estimated $330K.
Bank of Montreal made up 0.01% of &Partners's portfolio in Q1 2026, its #1078 holding.
&Partners first reported a position in Bank of Montreal in Q4 2024 and has held it in 6 quarters since.
&Partners's Bank of Montreal position peaked at $2.02M in Q3 2025.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.