Princeton Global Asset Management’s Bank of Montreal BMO Stock Holding History

Princeton Global Asset Management’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	$17.7K	Hold	100	–	–	﹤0.01%	505
2026 Q1	$13.5K	Hold	100	–	–	﹤0.01%	539
2025 Q4	$13K	Hold	100	–	–	﹤0.01%	550
2025 Q3	$13K	Sell	100 -250	-71%	-$29.6K	﹤0.01%	502
2025 Q2	$38.7K	Buy	350 +100	+40%	+$10.1K	0.01%	344
2025 Q1	$23.9K	Sell	250 -350	-58%	-$34.6K	﹤0.01%	379
2024 Q4	$58.2K	Hold	600	–	–	0.01%	295
2024 Q3	$54.1K	Hold	600	–	–	0.01%	310
2024 Q2	$50.3K	Hold	600	–	–	0.01%	290
2024 Q1	$58.6K	Hold	600	–	–	0.01%	246
2023 Q4	$59.4K	Hold	600	–	–	0.01%	240
2023 Q3	$50.6K	Hold	600	–	–	0.01%	248
2023 Q2	$54.2K	Hold	600	–	–	0.02%	251
2023 Q1	$53.5K	Hold	600	–	–	0.02%	257
2022 Q4	$54K	Hold	600	–	–	0.02%	232
2022 Q3	$53K	Hold	600	–	–	0.02%	230
2022 Q2	$58K	Hold	600	–	–	0.02%	240
2022 Q1	$71K	Hold	600	–	–	0.02%	232
2021 Q4	$65K	Hold	600	–	–	0.02%	238
2021 Q3	$60K	Hold	600	–	–	0.02%	239
2021 Q2	$62K	Hold	600	–	–	0.02%	240
2021 Q1	$53K	Hold	600	–	–	0.02%	240
2020 Q4	$46K	Hold	600	–	–	0.02%	248
2020 Q3	$35K	Hold	600	–	–	0.01%	241
2020 Q2	$31K	Hold	600	–	–	0.01%	293
2020 Q1	$30K	Hold	600	–	–	0.01%	269
2019 Q4	$46K	Hold	600	–	–	0.02%	245
2019 Q3	$44K	Hold	600	–	–	0.03%	219
2019 Q2	$45K	Hold	600	–	–	0.03%	229
2019 Q1	$44K	Hold	600	–	–	0.03%	199
2018 Q4	$39K	Buy	+600	New	+$44.5K	0.03%	166

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

Princeton Global Asset Management's BMO Position: Q2 2026 in Review

Princeton Global Asset Management held its Bank of Montreal (BMO) position steady in Q2 2026 at 100 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Princeton Global Asset Management first reported a position in BMO in Q4 2018 and has held it in 31 quarters since. The position peaked at $71K in Q1 2022. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Princeton Global Asset Management held 100 shares of Bank of Montreal worth $17.7K as of Q2 2026.
Princeton Global Asset Management left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #505 holding.
Princeton Global Asset Management first reported a position in Bank of Montreal in Q4 2018 and has held it in 31 quarters since.
Princeton Global Asset Management's Bank of Montreal position peaked at $71K in Q1 2022.
659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.