PBU - The Pension Fund of Early Childhood & Youth Educators’s Bank of Montreal BMO Stock Holding History

PBU - The Pension Fund of Early Childhood & Youth Educators’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	–	Sell	-152,951	Closed	-$20.7M	–	133
2026 Q1	$20.7M	Buy	152,951 +50,791	+50%	+$7.06M	0.31%	105
2025 Q4	$13.3M	Buy	+102,160	New	+$12.9M	0.19%	122

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

PBU - The Pension Fund of Early Childhood & Youth Educators's BMO Position: Q2 2026 in Review

PBU - The Pension Fund of Early Childhood & Youth Educators sold out of Bank of Montreal (BMO) in Q2 2026, closing a stake of 152,951 shares — an estimated $20.7M sold.

PBU - The Pension Fund of Early Childhood & Youth Educators first reported a position in BMO in Q4 2025 and held it in 2 quarters. The position peaked at $20.7M in Q1 2026. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

PBU - The Pension Fund of Early Childhood & Youth Educators reported no remaining Bank of Montreal position as of Q2 2026 after selling out during the quarter.
PBU - The Pension Fund of Early Childhood & Youth Educators sold 152,951 Bank of Montreal shares in Q2 2026, an estimated $20.7M.
PBU - The Pension Fund of Early Childhood & Youth Educators first reported a position in Bank of Montreal in Q4 2025 and held it in 2 quarters.
PBU - The Pension Fund of Early Childhood & Youth Educators's Bank of Montreal position peaked at $20.7M in Q1 2026.
659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on PBU - The Pension Fund of Early Childhood & Youth Educators's 13F filing for Q2 2026, filed 16 Jul 2026.