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PDS Planning’s Bank of Montreal BMO Stock Holding History

PDS Planning’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 		$575K Sell
4,251
-148
-3% -$20.6K 0.04% 236
2025
Q4 		$571K Buy
4,399
+47
+1% +$5.95K 0.04% 234
2025
Q3 		$567K Buy
4,352
+17
+0.4% +$2.01K 0.04% 221
2025
Q2 		$480K Buy
4,335
+279
+7% +$28.1K 0.04% 249
2025
Q1 		$387K Buy
4,056
+309
+8% +$30.6K 0.03% 264
2024
Q4 		$364K Buy
3,747
+305
+9% +$28.8K 0.03% 245
2024
Q3 		$310K Sell
3,442
-83
-2% -$7.08K 0.03% 286
2024
Q2 		$296K Sell
3,525
-149
-4% -$13.5K 0.03% 261
2024
Q1 		$359K Buy
3,674
+91
+3% +$8.59K 0.04% 217
2023
Q4 		$355K Buy
3,583
+669
+23% +$55.8K 0.04% 207
2023
Q3 		$246K Sell
2,914
-13
-0.4% -$1.14K 0.03% 245
2023
Q2 		$264K Sell
2,927
-75
-2% -$6.63K 0.03% 240
2023
Q1 		$268K Buy
+3,002
New +$285K 0.04% 217

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PDS Planning's BMO Position: Q1 2026 in Review

PDS Planning reduced its Bank of Montreal (BMO) stake by 3.4% in Q1 2026, selling an estimated $20.6K and leaving 4,251 shares worth $575K. The position accounts for 0.04% of the portfolio, ranked #236.

PDS Planning first reported a position in BMO in Q1 2023 and has held it in 13 quarters since. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • PDS Planning held 4,251 shares of Bank of Montreal worth $575K as of Q1 2026.
  • PDS Planning sold 148 Bank of Montreal shares in Q1 2026, an estimated $20.6K.
  • Bank of Montreal made up 0.04% of PDS Planning's portfolio in Q1 2026, its #236 holding.
  • PDS Planning first reported a position in Bank of Montreal in Q1 2023 and has held it in 13 quarters since.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.