Principal Financial Group
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Principal Financial Group’s Bank of Montreal BMO Stock Holding History

Principal Financial Group’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 		– Sell
-13,700
Closed -$1.78M – 2192
2025
Q4 		$1.78M Sell
13,700
-900
-6% -$114K ﹤0.01% 1863
2025
Q3 		$1.9M Sell
14,600
-1,000
-6% -$118K ﹤0.01% 1823
2025
Q2 		$1.73M Sell
15,600
-1,600
-9% -$161K ﹤0.01% 1820
2025
Q1 		$1.64M Sell
17,200
-100
-0.6% -$9.89K ﹤0.01% 1793
2024
Q4 		$1.68M Sell
17,300
-300
-2% -$28.4K ﹤0.01% 1812
2024
Q3 		$1.59M Sell
17,600
-5,400
-23% -$461K ﹤0.01% 1801
2024
Q2 		$1.93M Sell
23,000
-1,200
-5% -$109K ﹤0.01% 1775
2024
Q1 		$2.37M Sell
24,200
-1,000
-4% -$94.4K ﹤0.01% 1752
2023
Q4 		$2.51M Buy
25,200
+8,528
+51% +$712K ﹤0.01% 1739
2023
Q3 		$1.41M Sell
16,672
-1,400
-8% -$123K ﹤0.01% 1802
2023
Q2 		$1.63M Sell
18,072
-1,279
-7% -$113K ﹤0.01% 1785
2023
Q1 		$1.72M Sell
19,351
-1,193
-6% -$113K ﹤0.01% 1785
2022
Q4 		$1.86M Sell
20,544
-500
-2% -$46.3K ﹤0.01% 1774
2022
Q3 		$1.85M Sell
21,044
-17,196
-45% -$1.66M ﹤0.01% 1725
2022
Q2 		$3.67M Sell
38,240
-3,550
-8% -$377K ﹤0.01% 1657
2022
Q1 		$4.92M Buy
+41,790
New +$4.84M ﹤0.01% 1667

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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group's BMO Position: Q1 2026 in Review

Principal Financial Group sold out of Bank of Montreal (BMO) in Q1 2026, closing a stake of 13,700 shares — an estimated $1.78M sold.

Principal Financial Group first reported a position in BMO in Q1 2022 and held it in 16 quarters. The position peaked at $4.92M in Q1 2022. 638 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Principal Financial Group reported no remaining Bank of Montreal position as of Q1 2026 after selling out during the quarter.
  • Principal Financial Group sold 13,700 Bank of Montreal shares in Q1 2026, an estimated $1.78M.
  • Principal Financial Group first reported a position in Bank of Montreal in Q1 2022 and held it in 16 quarters.
  • Principal Financial Group's Bank of Montreal position peaked at $4.92M in Q1 2022.
  • 638 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.