Picton Mahoney Asset Management’s Bank of Montreal BMO Stock Holding History

Picton Mahoney Asset 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	$167M	Buy	945,606 +707,670	+297%	+$111M	1.23%	14
2026 Q1	$32.2M	Buy	237,936 +224,953	+1,733%	+$31.3M	0.24%	67
2025 Q4	$1.69M	Sell	12,983 -392,986	-97%	-$49.8M	0.01%	461
2025 Q3	$52.9M	Sell	405,969 -310,912	-43%	-$36.8M	0.48%	37
2025 Q2	$79.1M	Buy	+716,881	New	+$72.2M	0.81%	24

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

Picton Mahoney Asset Management's BMO Position: Q2 2026 in Review

Picton Mahoney Asset Management increased its Bank of Montreal (BMO) stake by 297% in Q2 2026, buying an estimated $111M and bringing the position to 945,606 shares worth $167M. The position accounts for 1.23% of the portfolio, ranked #14.

Picton Mahoney Asset Management first reported a position in BMO in Q2 2025 and has held it in 5 quarters since. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Picton Mahoney Asset Management held 945,606 shares of Bank of Montreal worth $167M as of Q2 2026.
Picton Mahoney Asset Management bought 707,670 Bank of Montreal shares in Q2 2026, an estimated $111M.
Bank of Montreal made up 1.23% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #14 holding.
Picton Mahoney Asset Management first reported a position in Bank of Montreal in Q2 2025 and has held it in 5 quarters since.
659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.