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Pinney & Scofield’s Bank of Montreal BMO Stock Holding History

Pinney & Scofield’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 		$300K Hold
1,700
– – 0.15% 44
2026
Q1 		$230K Hold
1,700
– – 0.12% 50
2025
Q4 		$221K Hold
1,700
– – 0.13% 49
2025
Q3 		$221K Hold
1,700
– – 0.14% 48
2025
Q2 		$188K Hold
1,700
– – 0.13% 53
2025
Q1 		$162K Hold
1,700
– – 0.12% 55
2024
Q4 		$165K Buy
+1,700
New +$161K 0.12% 55

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Pinney & Scofield's BMO Position: Q2 2026 in Review

Pinney & Scofield held its Bank of Montreal (BMO) position steady in Q2 2026 at 1,700 shares worth $300K. The position accounts for 0.15% of the portfolio, ranked #44.

Pinney & Scofield first reported a position in BMO in Q4 2024 and has held it in 7 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Pinney & Scofield held 1,700 shares of Bank of Montreal worth $300K as of Q2 2026.
  • Pinney & Scofield left its Bank of Montreal share count unchanged in Q2 2026.
  • Bank of Montreal made up 0.15% of Pinney & Scofield's portfolio in Q2 2026, its #44 holding.
  • Pinney & Scofield first reported a position in Bank of Montreal in Q4 2024 and has held it in 7 quarters since.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.