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Probity Advisors’s Bank of Montreal BMO Stock Holding History

Probity Advisors’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 		$1.55M Sell
11,453
-332
-3% -$46.1K 0.25% 75
2025
Q4 		$1.53M Sell
11,785
-586
-5% -$74.2K 0.25% 74
2025
Q3 		$1.61M Sell
12,371
-337
-3% -$39.9K 0.26% 69
2025
Q2 		$1.41M Buy
12,708
+19
+0.1% +$1.92K 0.25% 72
2025
Q1 		$1.21M Buy
12,689
+39
+0.3% +$3.86K 0.23% 76
2024
Q4 		$1.23M Sell
12,650
-226
-2% -$21.4K 0.24% 74
2024
Q3 		$1.16M Buy
12,876
+2,273
+21% +$194K 0.22% 85
2024
Q2 		$889K Buy
10,603
+952
+10% +$86.4K 0.18% 98
2024
Q1 		$943K Sell
9,651
-136
-1% -$12.8K 0.2% 100
2023
Q4 		$968K Sell
9,787
-161
-2% -$13.4K 0.21% 91
2023
Q3 		$839K Buy
9,948
+395
+4% +$34.7K 0.19% 81
2023
Q2 		$863K Buy
+9,553
New +$844K 0.19% 83
2022
Q4 		$780K Sell
8,612
-123
-1% -$11.4K 0.18% 85
2022
Q3 		$766K Sell
8,735
-235
-3% -$22.7K 0.19% 84
2022
Q2 		$863K Buy
8,970
+299
+3% +$31.8K 0.2% 83
2022
Q1 		$1.02M Sell
8,671
-249
-3% -$28.9K 0.21% 82
2021
Q4 		$961K Buy
8,920
+70
+0.8% +$7.54K 0.19% 89
2021
Q3 		$883K Buy
8,850
+255
+3% +$25.7K 0.18% 97
2021
Q2 		$882K Buy
8,595
+124
+1% +$12.2K 0.19% 94
2021
Q1 		$755K Buy
+8,471
New +$691K 0.17% 101
2020
Q3 		$489K Buy
8,373
+931
+13% +$53.9K 0.14% 116
2020
Q2 		$395K Sell
7,442
-1,067
-13% -$54.4K 0.12% 125
2020
Q1 		$428K Sell
8,509
-2
-0% -$136 0.16% 111
2019
Q4 		$660K Buy
8,511
+135
+2% +$10.2K 0.2% 93
2019
Q3 		$618K Buy
8,376
+955
+13% +$69.6K 0.2% 100
2019
Q2 		$560K Buy
7,421
+71
+1% +$5.43K 0.19% 101
2019
Q1 		$550K Buy
7,350
+763
+12% +$56.4K 0.19% 100
2018
Q4 		$430K Buy
6,587
+1,340
+26% +$99.3K 0.16% 107
2018
Q3 		$433K Buy
+5,247
New +$422K 0.14% 118

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

Probity Advisors's BMO Position: Q1 2026 in Review

Probity Advisors reduced its Bank of Montreal (BMO) stake by 2.8% in Q1 2026, selling an estimated $46.1K and leaving 11,453 shares worth $1.55M. The position accounts for 0.25% of the portfolio, ranked #75.

Probity Advisors first reported a position in BMO in Q3 2018 and has held it in 29 quarters since. The position peaked at $1.61M in Q3 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Probity Advisors held 11,453 shares of Bank of Montreal worth $1.55M as of Q1 2026.
  • Probity Advisors sold 332 Bank of Montreal shares in Q1 2026, an estimated $46.1K.
  • Bank of Montreal made up 0.25% of Probity Advisors's portfolio in Q1 2026, its #75 holding.
  • Probity Advisors first reported a position in Bank of Montreal in Q3 2018 and has held it in 29 quarters since.
  • Probity Advisors's Bank of Montreal position peaked at $1.61M in Q3 2025.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Probity Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.