Patrick M. Sweeney & Associates’s Bank of Montreal BMO Stock Holding History

Patrick M. Sweeney & Associates’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 Q3	$745K	Hold	4,453	–	–	0.42%	61
2026 Q2	$787K	Hold	4,453	–	–	0.45%	56
2026 Q1	$603K	Hold	4,453	–	–	0.39%	66
2025 Q4	$578K	Sell	4,453 -55	-1%	-$6.96K	0.36%	73
2025 Q3	$587K	Hold	4,508	–	–	0.38%	65
2025 Q2	$510K	Hold	4,508	–	–	0.35%	75
2025 Q1	$431K	Hold	4,508	–	–	0.32%	80
2024 Q4	$438K	Hold	4,508	–	–	0.33%	80
2024 Q3	$407K	Hold	4,508	–	–	0.3%	85
2024 Q2	$378K	Hold	4,508	–	–	0.31%	82
2024 Q1	$440K	Buy	4,508 +2,408	+115%	+$227K	0.36%	72
2023 Q4	$208K	Buy	+2,100	New	+$175K	0.19%	122

Other funds holding BMO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return

Patrick M. Sweeney & Associates's BMO Position: Q3 2026 in Review

Patrick M. Sweeney & Associates held its Bank of Montreal (BMO) position steady in Q3 2026 at 4,453 shares worth $745K. The position accounts for 0.42% of the portfolio, ranked #61.

Patrick M. Sweeney & Associates first reported a position in BMO in Q4 2023 and has held it in 12 quarters since. The position peaked at $787K in Q2 2026. 323 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

Patrick M. Sweeney & Associates held 4,453 shares of Bank of Montreal worth $745K as of Q3 2026.
Patrick M. Sweeney & Associates left its Bank of Montreal share count unchanged in Q3 2026.
Bank of Montreal made up 0.42% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #61 holding.
Patrick M. Sweeney & Associates first reported a position in Bank of Montreal in Q4 2023 and has held it in 12 quarters since.
Patrick M. Sweeney & Associates's Bank of Montreal position peaked at $787K in Q2 2026.
323 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.