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 Q3	$2.01M	Sell	12,000 -20,000	-63%	-$3.53M	0.02%	410
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

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Intact Investment Management Montreal, Quebec, Canada $3.31B AUM 25.58% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.06B AUM 22.67% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

Pinnacle Associates's BMO Position: Q3 2026 in Review

Pinnacle Associates reduced its Bank of Montreal (BMO) stake by 63% in Q3 2026, selling an estimated $3.53M and leaving 12,000 shares worth $2.01M. The position accounts for 0.02% of the portfolio, ranked #410.

Pinnacle Associates first reported a position in BMO in Q3 2022 and has held it in 17 quarters since. The position peaked at $5.65M in Q2 2026. 255 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

Pinnacle Associates held 12,000 shares of Bank of Montreal worth $2.01M as of Q3 2026.
Pinnacle Associates sold 20,000 Bank of Montreal shares in Q3 2026, an estimated $3.53M.
Bank of Montreal made up 0.02% of Pinnacle Associates's portfolio in Q3 2026, its #410 holding.
Pinnacle Associates first reported a position in Bank of Montreal in Q3 2022 and has held it in 17 quarters since.
Pinnacle Associates's Bank of Montreal position peaked at $5.65M in Q2 2026.
255 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.