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Private Advisor Group’s Bank of Montreal BMO Stock Holding History

Private Advisor 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 		$2.83M Buy
20,944
+226
+1% +$31.4K 0.01% 891
2025
Q4 		$2.69M Sell
20,718
-1,891
-8% -$239K 0.01% 900
2025
Q3 		$2.94M Sell
22,609
-277
-1% -$32.8K 0.01% 847
2025
Q2 		$2.53M Buy
22,886
+447
+2% +$45K 0.01% 866
2025
Q1 		$2.14M Buy
22,439
+1,068
+5% +$106K 0.01% 865
2024
Q4 		$2.07M Buy
21,371
+277
+1% +$26.2K 0.01% 863
2024
Q3 		$1.9M Buy
21,094
+662
+3% +$56.5K 0.01% 914
2024
Q2 		$1.71M Buy
20,432
+13
+0.1% +$1.18K 0.01% 912
2024
Q1 		$1.99M Buy
20,419
+87
+0.4% +$8.21K 0.01% 811
2023
Q4 		$2.01M Hold
20,332
– – 0.02% 760
2023
Q3 		$1.72M Hold
20,332
– – 0.02% 773
2023
Q2 		$1.88M Sell
20,332
-3
-0% -$265 0.02% 740
2023
Q1 		$1.81M Sell
20,335
-11,229
-36% -$1.07M 0.02% 729
2022
Q4 		$2.63M Sell
31,564
-123
-0.4% -$11.4K 0.13% 165
2022
Q3 		$2.78M Buy
31,687
+5,225
+20% +$505K 0.03% 515
2022
Q2 		$2.54M Buy
26,462
+4,576
+21% +$486K 0.02% 637
2022
Q1 		$2.58M Buy
21,886
+1,554
+8% +$180K 0.02% 691
2021
Q4 		$2.19M Sell
20,332
-18,789
-48% -$2.02M 0.02% 767
2021
Q3 		$3.9M Buy
39,121
+18,710
+92% +$1.88M 0.02% 612
2021
Q2 		$2.09M Buy
20,411
+883
+5% +$87.2K 0.02% 750
2021
Q1 		$1.74M Buy
+19,528
New +$1.59M 0.02% 768
2020
Q3 		– Sell
-990
Closed -$53K – 1788
2020
Q2 		$53K Buy
+990
New +$50.5K ﹤0.01% 2068
2018
Q3 		– Sell
-3,053
Closed -$235K – 1601
2018
Q2 		$235K Sell
3,053
-555
-15% -$42.7K ﹤0.01% 1105
2018
Q1 		$273K Buy
3,608
+851
+31% +$66.9K 0.01% 927
2017
Q4 		$223K Sell
2,757
-2,573
-48% -$201K 0.01% 1014
2017
Q3 		$408K Buy
5,330
+502
+10% +$37.4K 0.01% 986
2017
Q2 		$360K Sell
4,828
-3,135
-39% -$222K 0.01% 982
2017
Q1 		$592K Buy
7,963
+2,387
+43% +$180K 0.02% 740
2016
Q4 		$415K Buy
5,576
+690
+14% +$46K 0.01% 799
2016
Q3 		$314K Buy
4,886
+154
+3% +$10K 0.01% 811
2016
Q2 		$301K Buy
4,732
+949
+25% +$60.2K 0.01% 816
2016
Q1 		$225K Buy
+3,783
New +$207K 0.01% 869
2015
Q4 		– Sell
-4,476
Closed -$244K – 1105
2015
Q3 		$244K Buy
4,476
+822
+22% +$45.1K 0.01% 800
2015
Q2 		$217K Sell
3,654
-1,297
-26% -$81.4K 0.01% 917
2015
Q1 		$297K Sell
4,951
-2,280
-32% -$141K 0.02% 740
2014
Q4 		$511K Buy
7,231
+2,000
+38% +$143K 0.03% 527
2014
Q3 		$385K Sell
5,231
-4,339
-45% -$326K 0.03% 609
2014
Q2 		$704K Buy
9,570
+6,111
+177% +$426K 0.06% 383
2014
Q1 		$232K Buy
+3,459
New +$225K 0.02% 653

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

Private Advisor Group's BMO Position: Q1 2026 in Review

Private Advisor Group increased its Bank of Montreal (BMO) stake by 1.1% in Q1 2026, buying an estimated $31.4K and bringing the position to 20,944 shares worth $2.83M. The position accounts for 0.01% of the portfolio, ranked #891.

Private Advisor Group first reported a position in BMO in Q1 2014 and has held it in 39 quarters since. The position peaked at $3.9M in Q3 2021. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Private Advisor Group held 20,944 shares of Bank of Montreal worth $2.83M as of Q1 2026.
  • Private Advisor Group bought 226 Bank of Montreal shares in Q1 2026, an estimated $31.4K.
  • Bank of Montreal made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #891 holding.
  • Private Advisor Group first reported a position in Bank of Montreal in Q1 2014 and has held it in 39 quarters since.
  • Private Advisor Group's Bank of Montreal position peaked at $3.9M in Q3 2021.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.