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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
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 $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

Pinney & Scofield's BMO Position: Q1 2026 in Review

Pinney & Scofield held its Bank of Montreal (BMO) position steady in Q1 2026 at 1,700 shares worth $230K. The position accounts for 0.12% of the portfolio, ranked #50.

Pinney & Scofield first reported a position in BMO in Q4 2024 and has held it in 6 quarters since. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Pinney & Scofield held 1,700 shares of Bank of Montreal worth $230K as of Q1 2026.
  • Pinney & Scofield left its Bank of Montreal share count unchanged in Q1 2026.
  • Bank of Montreal made up 0.12% of Pinney & Scofield's portfolio in Q1 2026, its #50 holding.
  • Pinney & Scofield first reported a position in Bank of Montreal in Q4 2024 and has held it in 6 quarters since.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.