&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 Q2	$846K	Sell	4,790 -6,087	-56%	-$957K	﹤0.01%	1518
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 $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

&Partners's BMO Position: Q2 2026 in Review

&Partners reduced its Bank of Montreal (BMO) stake by 56% in Q2 2026, selling an estimated $957K and leaving 4,790 shares worth $846K. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

&Partners first reported a position in BMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.02M in Q3 2025. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

&Partners held 4,790 shares of Bank of Montreal worth $846K as of Q2 2026.
&Partners sold 6,087 Bank of Montreal shares in Q2 2026, an estimated $957K.
Bank of Montreal made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1518 holding.
&Partners first reported a position in Bank of Montreal in Q4 2024 and has held it in 7 quarters since.
&Partners's Bank of Montreal position peaked at $2.02M in Q3 2025.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.