Public Sector Pension Investment Board (PSP Investments)
BMO icon

Public Sector Pension Investment Board (PSP Investments)’s Bank of Montreal BMO Stock Holding History

Public Sector Pension Investment Board (PSP Investments)’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 		$151M Buy
1,115,513
+724,084
+185% +$101M 0.47% 36
2025
Q4 		$50.8M Buy
391,429
+27,551
+8% +$3.49M 0.17% 83
2025
Q3 		$47.4M Sell
363,878
-1,806,240
-83% -$214M 0.17% 82
2025
Q2 		$240M Buy
2,170,118
+2,099,800
+2,986% +$212M 1.02% 12
2025
Q1 		$6.71M Buy
70,318
+300
+0.4% +$29.7K 0.03% 550
2024
Q4 		$6.79M Sell
70,018
-25,413
-27% -$2.4M 0.03% 490
2024
Q3 		$8.62M Sell
95,431
-216
-0.2% -$18.4K 0.05% 261
2024
Q2 		$8.03M Sell
95,647
-1,818
-2% -$165K 0.05% 237
2024
Q1 		$9.53M Sell
97,465
-63,671
-40% -$6.01M 0.07% 177
2023
Q4 		$16M Sell
161,136
-26,871
-14% -$2.24M 0.12% 107
2023
Q3 		$15.9M Sell
188,007
-1,005,214
-84% -$88.3M 0.11% 126
2023
Q2 		$108M Buy
1,193,221
+724,866
+155% +$64.1M 0.74% 30
2023
Q1 		$41.7M Buy
468,355
+22,056
+5% +$2.09M 0.3% 66
2022
Q4 		$40.4M Buy
446,299
+9,337
+2% +$864K 0.31% 60
2022
Q3 		$38.5M Sell
436,962
-133,702
-23% -$12.9M 0.32% 63
2022
Q2 		$54.8M Buy
570,664
+40,332
+8% +$4.29M 0.46% 50
2022
Q1 		$62.5M Sell
530,332
-56,659
-10% -$6.57M 0.38% 57
2021
Q4 		$63.3M Buy
586,991
+146,210
+33% +$15.8M 0.34% 59
2021
Q3 		$44M Sell
440,781
-320,440
-42% -$32.3M 0.25% 83
2021
Q2 		$78.1M Buy
761,221
+46,613
+7% +$4.6M 0.47% 46
2021
Q1 		$63.7M Buy
714,608
+53,327
+8% +$4.35M 0.41% 56
2020
Q4 		$50.2M Sell
661,281
-82,381
-11% -$5.64M 0.38% 52
2020
Q3 		$43.3M Buy
743,662
+51,892
+8% +$3M 0.35% 56
2020
Q2 		$36.7M Sell
691,770
-59,785
-8% -$3.05M 0.34% 62
2020
Q1 		$37.5M Buy
751,555
+8,110
+1% +$550K 0.44% 53
2019
Q4 		$57.7M Sell
743,445
-115,500
-13% -$8.69M 0.36% 51
2019
Q3 		$63.3M Buy
858,945
+201,936
+31% +$14.7M 0.42% 42
2019
Q2 		$49.7M Buy
657,009
+16,152
+3% +$1.24M 0.4% 40
2019
Q1 		$48M Buy
640,857
+17,300
+3% +$1.28M 0.43% 38
2018
Q4 		$40.7M Buy
623,557
+35,655
+6% +$2.64M 0.35% 59
2018
Q3 		$48.5M Sell
587,902
-141,324
-19% -$11.4M 0.34% 64
2018
Q2 		$56.3M Sell
729,226
-217,300
-23% -$16.7M 0.38% 58
2018
Q1 		$71.4M Sell
946,526
-220,800
-19% -$17.4M 0.5% 40
2017
Q4 		$93.7M Sell
1,167,326
-212,070
-15% -$16.5M 0.61% 30
2017
Q3 		$104M Buy
1,379,396
+87,800
+7% +$6.55M 0.45% 23
2017
Q2 		$94.7M Buy
1,291,596
+1,282,000
+13,360% +$90.7M 0.81% 22
2017
Q1 		$715K Sell
9,596
-110,600
-92% -$8.35M 0.01% 981
2016
Q4 		$8.65M Buy
120,196
+38,800
+48% +$2.59M 0.08% 246
2016
Q3 		$5.32M Sell
81,396
-62,500
-43% -$4.06M 0.06% 335
2016
Q2 		$9.08M Sell
143,896
-38,700
-21% -$2.45M 0.1% 202
2016
Q1 		$11.1M Buy
182,596
+168,000
+1,151% +$9.2M 0.12% 149
2015
Q4 		$820K Sell
14,596
-67,400
-82% -$3.88M 0.01% 843
2015
Q3 		$4.45M Sell
81,996
-32,800
-29% -$1.8M 0.04% 364
2015
Q2 		$6.8M Sell
114,796
-123,100
-52% -$7.73M 0.05% 339
2015
Q1 		$14.3M Sell
237,896
-240,600
-50% -$14.9M 0.11% 185
2014
Q4 		$34M Buy
478,496
+20,700
+5% +$1.48M 0.22% 102
2014
Q3 		$33.8M Sell
457,796
-333,700
-42% -$25.1M 0.22% 103
2014
Q2 		$58.4M Sell
791,496
-50,100
-6% -$3.49M 0.35% 63
2014
Q1 		$56.4M Buy
841,596
+6,900
+0.8% +$448K 0.36% 60
2013
Q4 		$55.6M Sell
834,696
-295,600
-26% -$20.1M 0.34% 63
2013
Q3 		$75.6M Buy
1,130,296
+87,500
+8% +$5.49M 0.47% 45
2013
Q2 		$60.3M Buy
+1,042,796
New +$63.2M 0.47% 50

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 $304B AUM 35.64% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $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 $140B AUM 46.34% 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 $1.88T AUM 44.46% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments)'s BMO Position: Q1 2026 in Review

Public Sector Pension Investment Board (PSP Investments) increased its Bank of Montreal (BMO) stake by 185% in Q1 2026, buying an estimated $101M and bringing the position to 1,115,513 shares worth $151M. The position accounts for 0.47% of the portfolio, ranked #36.

Public Sector Pension Investment Board (PSP Investments) first reported a position in BMO in Q2 2013 and has held it in 52 quarters since. The position peaked at $240M in Q2 2025. 636 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Public Sector Pension Investment Board (PSP Investments) held 1,115,513 shares of Bank of Montreal worth $151M as of Q1 2026.
  • Public Sector Pension Investment Board (PSP Investments) bought 724,084 Bank of Montreal shares in Q1 2026, an estimated $101M.
  • Bank of Montreal made up 0.47% of Public Sector Pension Investment Board (PSP Investments)'s portfolio in Q1 2026, its #36 holding.
  • Public Sector Pension Investment Board (PSP Investments) first reported a position in Bank of Montreal in Q2 2013 and has held it in 52 quarters since.
  • Public Sector Pension Investment Board (PSP Investments)'s Bank of Montreal position peaked at $240M in Q2 2025.
  • 636 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Public Sector Pension Investment Board (PSP Investments)'s 13F filing for Q1 2026, filed 13 May 2026.