Pinnacle Associates’s Bank of Montreal BMO Stock Holding History

Pinnacle Associates’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	$5.65M	Sell	32,000 -1,600	-5%	-$251K	0.06%	253
2026 Q1	$4.55M	Hold	33,600	–	–	0.06%	272
2025 Q4	$4.36M	Hold	33,600	–	–	0.06%	269
2025 Q3	$4.38M	Hold	33,600	–	–	0.06%	266
2025 Q2	$3.72M	Sell	33,600 -26	-0.1%	-$2.62K	0.05%	281
2025 Q1	$3.21M	Buy	33,626 +26	+0.1%	+$2.57K	0.05%	300
2024 Q4	$3.26M	Buy	33,600 +13,100	+64%	+$1.24M	0.04%	294
2024 Q3	$2.03M	Sell	20,500 -13,100	-39%	-$1.12M	0.03%	363
2024 Q2	$2.82M	Buy	33,600 +3,400	+11%	+$309K	0.04%	311
2024 Q1	$2.95M	Buy	30,200 +9,700	+47%	+$916K	0.05%	314
2023 Q4	$2.03M	Buy	20,500 +5,500	+37%	+$459K	0.03%	367
2023 Q3	$1.27M	Buy	15,000 +4,900	+49%	+$431K	0.02%	419
2023 Q2	$912K	Hold	10,100	–	–	0.02%	481
2023 Q1	$900K	Hold	10,100	–	–	0.02%	427
2022 Q4	$915K	Buy	10,100 +2,100	+26%	+$194K	0.02%	410
2022 Q3	$701K	Buy	+8,000	New	+$774K	0.02%	448

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

Pinnacle Associates's BMO Position: Q2 2026 in Review

Pinnacle Associates reduced its Bank of Montreal (BMO) stake by 4.8% in Q2 2026, selling an estimated $251K and leaving 32,000 shares worth $5.65M. The position accounts for 0.06% of the portfolio, ranked #253.

Pinnacle Associates first reported a position in BMO in Q3 2022 and has held it in 16 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Pinnacle Associates held 32,000 shares of Bank of Montreal worth $5.65M as of Q2 2026.
Pinnacle Associates sold 1,600 Bank of Montreal shares in Q2 2026, an estimated $251K.
Bank of Montreal made up 0.06% of Pinnacle Associates's portfolio in Q2 2026, its #253 holding.
Pinnacle Associates first reported a position in Bank of Montreal in Q3 2022 and has held it in 16 quarters since.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.