Prudential Financial’s Bank of Montreal BMO Stock Holding History

Prudential Financial’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	$488K	Sell	4,770 -4,400	-48%	-$611K	﹤0.01%	1876
2025 Q4	$1.19M	Sell	9,170 -3,335	-27%	-$422K	﹤0.01%	1542
2025 Q3	$1.63M	Buy	12,505 +7,735	+162%	+$916K	﹤0.01%	1450
2025 Q2	$528K	Hold	4,770	–	–	﹤0.01%	1922
2025 Q1	$456K	Hold	4,770	–	–	﹤0.01%	1872
2024 Q4	$463K	Hold	4,770	–	–	﹤0.01%	1864
2024 Q3	$430K	Hold	4,770	–	–	﹤0.01%	2271
2024 Q2	$400K	Hold	4,770	–	–	﹤0.01%	2264
2024 Q1	$466K	Hold	4,770	–	–	﹤0.01%	2194
2023 Q4	$472K	Hold	4,770	–	–	﹤0.01%	2158
2023 Q3	$402K	Hold	4,770	–	–	﹤0.01%	2159
2023 Q2	$431K	Hold	4,770	–	–	﹤0.01%	2185
2023 Q1	$425K	Hold	4,770	–	–	﹤0.01%	2142
2022 Q4	$432K	Hold	4,770	–	–	﹤0.01%	2085
2022 Q3	$418K	Sell	4,770 -54	-1%	-$5.22K	﹤0.01%	2148
2022 Q2	$465K	Sell	4,824 -3,900	-45%	-$414K	﹤0.01%	2166
2022 Q1	$1.03M	Sell	8,724 -2,842	-25%	-$329K	﹤0.01%	1859
2021 Q4	$1.25M	Sell	11,566 -205	-2%	-$22.1K	﹤0.01%	1777
2021 Q3	$1.18M	Buy	11,771 +7,001	+147%	+$705K	﹤0.01%	1728
2021 Q2	$489K	Hold	4,770	–	–	﹤0.01%	2151
2021 Q1	$425K	Hold	4,770	–	–	﹤0.01%	2177
2020 Q4	$363K	Hold	4,770	–	–	﹤0.01%	2186
2020 Q3	$279K	Hold	4,770	–	–	﹤0.01%	2187
2020 Q2	$253K	Hold	4,770	–	–	﹤0.01%	2170
2020 Q1	$240K	Hold	4,770	–	–	﹤0.01%	2129
2019 Q4	$370K	Hold	4,770	–	–	﹤0.01%	2146
2019 Q3	$352K	Hold	4,770	–	–	﹤0.01%	2146
2019 Q2	$360K	Hold	4,770	–	–	﹤0.01%	2172
2019 Q1	$357K	Hold	4,770	–	–	﹤0.01%	2174
2018 Q4	$312K	Hold	4,770	–	–	﹤0.01%	2133
2018 Q3	$394K	Hold	4,770	–	–	﹤0.01%	2111
2018 Q2	$369K	Hold	4,770	–	–	﹤0.01%	2127
2018 Q1	$360K	Hold	4,770	–	–	﹤0.01%	2101
2017 Q4	$382K	Hold	4,770	–	–	﹤0.01%	2080
2017 Q3	$361K	Hold	4,770	–	–	﹤0.01%	2099
2017 Q2	$350K	Hold	4,770	–	–	﹤0.01%	2113
2017 Q1	$357K	Hold	4,770	–	–	﹤0.01%	2106
2016 Q4	$343K	Hold	4,770	–	–	﹤0.01%	2121
2016 Q3	$313K	Hold	4,770	–	–	﹤0.01%	2123
2016 Q2	$302K	Hold	4,770	–	–	﹤0.01%	2110
2016 Q1	$289K	Hold	4,770	–	–	﹤0.01%	2118
2015 Q4	$269K	Hold	4,770	–	–	﹤0.01%	2091
2015 Q3	$260K	Hold	4,770	–	–	﹤0.01%	2077
2015 Q2	$283K	Hold	4,770	–	–	﹤0.01%	2069
2015 Q1	$286K	Hold	4,770	–	–	﹤0.01%	2085
2014 Q4	$337K	Hold	4,770	–	–	﹤0.01%	2016
2014 Q3	$351K	Hold	4,770	–	–	﹤0.01%	1992
2014 Q2	$351K	Hold	4,770	–	–	﹤0.01%	2134
2014 Q1	$320K	Hold	4,770	–	–	﹤0.01%	2052
2013 Q4	$318K	Hold	4,770	–	–	﹤0.01%	2073
2013 Q3	$319K	Hold	4,770	–	–	﹤0.01%	2052
2013 Q2	$277K	Buy	+4,770	New	+$289K	﹤0.01%	2095

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prudential Financial's BMO Position: Q1 2026 in Review

Prudential Financial reduced its Bank of Montreal (BMO) stake by 48% in Q1 2026, selling an estimated $611K and leaving 4,770 shares worth $488K. The position accounts for ﹤0.01% of the portfolio, ranked #1876.

Prudential Financial first reported a position in BMO in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.63M in Q3 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Prudential Financial held 4,770 shares of Bank of Montreal worth $488K as of Q1 2026.
Prudential Financial sold 4,400 Bank of Montreal shares in Q1 2026, an estimated $611K.
Bank of Montreal made up ﹤0.01% of Prudential Financial's portfolio in Q1 2026, its #1876 holding.
Prudential Financial first reported a position in Bank of Montreal in Q2 2013 and has held it in 52 quarters since.
Prudential Financial's Bank of Montreal position peaked at $1.63M in Q3 2025.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Prudential Financial's 13F filing for Q1 2026, filed 13 May 2026.