Penserra Capital Management’s Bank of Montreal BMO Stock Holding History

Penserra Capital Management’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	$9K	Buy	51 +9	+21%	+$1.42K	﹤0.01%	910
2026 Q1	$5K	Sell	42 -3	-7%	-$417	﹤0.01%	923
2025 Q4	$5K	Hold	45	–	–	﹤0.01%	893
2025 Q3	$5K	Sell	45 -18	-29%	-$2.13K	﹤0.01%	874
2025 Q2	$6K	Hold	63	–	–	﹤0.01%	851
2025 Q1	$6K	Hold	63	–	–	﹤0.01%	909
2024 Q4	$6K	Hold	63	–	–	﹤0.01%	1042
2024 Q3	$5K	Buy	63 +3	+5%	+$256	﹤0.01%	933
2024 Q2	$5K	Hold	60	–	–	﹤0.01%	1058
2024 Q1	$5K	Hold	60	–	–	﹤0.01%	1060
2023 Q4	$5K	Buy	60 +3	+5%	+$250	﹤0.01%	1185
2023 Q3	$4K	Buy	57 +19	+50%	+$1.67K	﹤0.01%	1174
2023 Q2	$3K	Hold	38	–	–	﹤0.01%	1202
2023 Q1	$3K	Buy	38 +2	+6%	+$190	﹤0.01%	961
2022 Q4	$3K	Buy	+36	New	+$3.33K	﹤0.01%	1020

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

Penserra Capital Management's BMO Position: Q2 2026 in Review

Penserra Capital Management increased its Bank of Montreal (BMO) stake by 21% in Q2 2026, buying an estimated $1.42K and bringing the position to 51 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #910.

Penserra Capital Management first reported a position in BMO in Q4 2022 and has held it in 15 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Penserra Capital Management held 51 shares of Bank of Montreal worth $9K as of Q2 2026.
Penserra Capital Management bought 9 Bank of Montreal shares in Q2 2026, an estimated $1.42K.
Bank of Montreal made up ﹤0.01% of Penserra Capital Management's portfolio in Q2 2026, its #910 holding.
Penserra Capital Management first reported a position in Bank of Montreal in Q4 2022 and has held it in 15 quarters since.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Penserra Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.