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PineBridge Investments’s Bank of Montreal BMO Stock Holding History

PineBridge Investments’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 		$848K Buy
4,498
+2,162
+93% +$300K 0.01% 395
2025
Q4 		$416K Buy
2,336
+739
+46% +$93.6K ﹤0.01% 493
2025
Q3 		$290K Sell
1,597
-5,425
-77% -$642K ﹤0.01% 517
2025
Q2 		$1.06M Buy
7,022
+3,807
+118% +$384K 0.01% 475
2025
Q1 		$442K Sell
3,215
-9,598
-75% -$949K ﹤0.01% 684
2024
Q4 		$1.79M Sell
12,813
-1,674
-12% -$158K 0.01% 580
2024
Q3 		$1.77M Buy
14,487
+12,442
+608% +$1.06M 0.01% 513
2024
Q2 		$235K Sell
2,045
-464
-18% -$42.1K ﹤0.01% 537
2024
Q1 		$332K Hold
2,509
– – ﹤0.01% 536
2023
Q4 		$329K Sell
2,509
-578
-19% -$48.3K ﹤0.01% 525
2023
Q3 		$354K Sell
3,087
-143
-4% -$12.6K ﹤0.01% 571
2023
Q2 		$386K Buy
+3,230
New +$286K ﹤0.01% 512
2022
Q4 		– Sell
-452
Closed -$55K – 730
2022
Q3 		$55K Hold
452
– – ﹤0.01% 544
2022
Q2 		$56K Hold
452
– – ﹤0.01% 541
2022
Q1 		$66K Sell
452
-102
-18% -$11.8K ﹤0.01% 564
2021
Q4 		$75K Sell
554
-219
-28% -$23.6K ﹤0.01% 661
2021
Q3 		$98K Buy
+773
New +$77.8K ﹤0.01% 553
2020
Q3 		– Sell
-18,389
Closed -$1.33M – 654
2020
Q2 		$1.33M Sell
18,389
-50,438
-73% -$2.57M 0.03% 398
2020
Q1 		$4.89M Sell
68,827
-15,749
-19% -$1.07M 0.11% 196
2019
Q4 		$8.51M Sell
84,576
-22,268
-21% -$1.68M 0.13% 182
2019
Q3 		$10.4M Sell
106,844
-36,569
-25% -$2.66M 0.17% 149
2019
Q2 		$14.2M Buy
143,413
+19,436
+16% +$1.49M 0.23% 124
2019
Q1 		$12.4M Sell
123,977
-10,286
-8% -$761K 0.25% 117
2018
Q4 		$12M Buy
134,263
+39,556
+42% +$2.93M 0.27% 109
2018
Q3 		$10.1M Sell
94,707
-8,659
-8% -$696K 0.19% 149
2018
Q2 		$10.5M Sell
103,366
-9,275
-8% -$714K 0.26% 117
2018
Q1 		$11M Buy
112,641
+11,640
+12% +$916K 0.26% 111
2017
Q4 		$10.2M Sell
101,001
-3,879
-4% -$302K 0.26% 107
2017
Q3 		$9.9M Sell
104,880
-1,121
-1% -$83.6K 0.24% 110
2017
Q2 		$10.1M Buy
106,001
+10,925
+11% +$773K 0.26% 102
2017
Q1 		$9.44M Sell
95,076
-10,108
-10% -$763K 0.25% 111
2016
Q4 		$10.2M Sell
105,184
-1,376
-1% -$91.8K 0.3% 98
2016
Q3 		$9.16M Buy
106,560
+46,036
+76% +$2.99M 0.41% 91
2016
Q2 		$4.96M Buy
60,524
+2,589
+4% +$164K 0.25% 117
2016
Q1 		$4.57M Buy
57,935
+9,661
+20% +$529K 0.23% 123
2015
Q4 		$3.77M Sell
48,274
-4,725
-9% -$272K 0.16% 154
2015
Q3 		$3.86M Buy
52,999
+10,125
+24% +$556K 0.16% 140
2015
Q2 		$3.17M Buy
42,874
+374
+0.9% +$23.5K 0.13% 154
2015
Q1 		$3.23M Buy
42,500
+6,849
+19% +$425K 0.12% 163
2014
Q4 		$2.93M Buy
35,651
+3,784
+12% +$271K 0.11% 177
2014
Q3 		$2.63M Buy
31,867
+1,612
+5% +$121K 0.11% 195
2014
Q2 		$2.38M Sell
30,255
-8,300
-22% -$579K 0.09% 206
2014
Q1 		$2.85M Hold
38,555
– – 0.09% 187
2013
Q4 		$2.73M Buy
38,555
+18,517
+92% +$1.26M 0.08% 202
2013
Q3 		$1.38M Buy
20,038
+3,520
+21% +$221K 0.04% 286
2013
Q2 		$1.01M Buy
+16,518
New +$1M 0.03% 321

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

PineBridge Investments's BMO Position: Q1 2026 in Review

PineBridge Investments increased its Bank of Montreal (BMO) stake by 93% in Q1 2026, buying an estimated $300K and bringing the position to 4,498 shares worth $848K. The position accounts for 0.01% of the portfolio, ranked #395.

PineBridge Investments first reported a position in BMO in Q2 2013 and has held it in 46 quarters since. The position peaked at $14.2M in Q2 2019. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • PineBridge Investments held 4,498 shares of Bank of Montreal worth $848K as of Q1 2026.
  • PineBridge Investments bought 2,162 Bank of Montreal shares in Q1 2026, an estimated $300K.
  • Bank of Montreal made up 0.01% of PineBridge Investments's portfolio in Q1 2026, its #395 holding.
  • PineBridge Investments first reported a position in Bank of Montreal in Q2 2013 and has held it in 46 quarters since.
  • PineBridge Investments's Bank of Montreal position peaked at $14.2M in Q2 2019.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on PineBridge Investments's 13F filing for Q1 2026, filed 14 May 2026.