Pathstone Holdings’s Bank of Montreal BMO Stock Holding History

Pathstone Holdings’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	$2.31M	Buy	13,066 +138	+1%	+$21.7K	0.01%	1033
2026 Q1	$1.75M	Sell	12,928 -329	-2%	-$45.7K	0.01%	1102
2025 Q4	$1.72M	Buy	13,257 +363	+3%	+$46K	0.01%	1109
2025 Q3	$1.68M	Sell	12,894 -204	-2%	-$24.2K	0.01%	1134
2025 Q2	$1.45M	Buy	13,098 +1,586	+14%	+$160K	0.01%	1187
2025 Q1	$1.1M	Sell	11,512 -241	-2%	-$23.8K	﹤0.01%	1331
2024 Q4	$1.14M	Buy	11,753 +204	+2%	+$19.3K	0.01%	1294
2024 Q3	$1.04M	Sell	11,549 -674	-6%	-$57.5K	﹤0.01%	1349
2024 Q2	$1.02M	Sell	12,223 -1,650	-12%	-$150K	﹤0.01%	1314
2024 Q1	$1.36M	Sell	13,873 -176	-1%	-$16.6K	0.01%	1102
2023 Q4	$1.4M	Buy	+14,049	New	+$1.17M	0.01%	899

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

Pathstone Holdings's BMO Position: Q2 2026 in Review

Pathstone Holdings increased its Bank of Montreal (BMO) stake by 1.1% in Q2 2026, buying an estimated $21.7K and bringing the position to 13,066 shares worth $2.31M. The position accounts for 0.01% of the portfolio, ranked #1033.

Pathstone Holdings first reported a position in BMO in Q4 2023 and has held it in 11 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Pathstone Holdings held 13,066 shares of Bank of Montreal worth $2.31M as of Q2 2026.
Pathstone Holdings bought 138 Bank of Montreal shares in Q2 2026, an estimated $21.7K.
Bank of Montreal made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1033 holding.
Pathstone Holdings first reported a position in Bank of Montreal in Q4 2023 and has held it in 11 quarters since.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.