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
2023 Q2	–	Sell	-671,000	Closed	-$59.7M	–	1383
2023 Q1	$59.7M	Hold	671,000	–	–	0.43%	49
2022 Q4	$60.7M	Buy	+671,000	New	+$62.1M	0.46%	46
2019 Q3	–	Sell	-400,000	Closed	-$30.3M	–	1427
2019 Q2	$30.3M	Hold	400,000	–	–	0.24%	78
2019 Q1	$29.9M	Sell	400,000 -250,000	-38%	-$18.5M	0.27%	72
2018 Q4	$42.4M	Sell	650,000 -30,000	-4%	-$2.22M	0.36%	57
2018 Q3	$56M	Sell	680,000 -70,000	-9%	-$5.63M	0.39%	55
2018 Q2	$57.9M	Hold	750,000	–	–	0.39%	56
2018 Q1	$56.6M	Buy	750,000 +500,000	+200%	+$39.3M	0.4%	51
2017 Q4	$20.1M	Buy	+250,000	New	+$19.5M	0.13%	152

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments)'s BMO Position: Q2 2026 in Review

Public Sector Pension Investment Board (PSP Investments) increased its Bank of Montreal (BMO) stake by 5.5% in Q2 2026, buying an estimated $9.72M and bringing the position to 1,177,353 shares worth $208M. The position accounts for 0.54% of the portfolio, ranked #31.

Public Sector Pension Investment Board (PSP Investments) first reported a position in BMO in Q2 2013 and has held it in 53 quarters since. The position peaked at $240M in Q2 2025. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Public Sector Pension Investment Board (PSP Investments) held 1,177,353 shares of Bank of Montreal worth $208M as of Q2 2026.
Public Sector Pension Investment Board (PSP Investments) bought 61,840 Bank of Montreal shares in Q2 2026, an estimated $9.72M.
Bank of Montreal made up 0.54% of Public Sector Pension Investment Board (PSP Investments)'s portfolio in Q2 2026, its #31 holding.
Public Sector Pension Investment Board (PSP Investments) first reported a position in Bank of Montreal in Q2 2013 and has held it in 53 quarters since.
Public Sector Pension Investment Board (PSP Investments)'s Bank of Montreal position peaked at $240M in Q2 2025.
659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Public Sector Pension Investment Board (PSP Investments)'s 13F filing for Q2 2026, filed 13 Aug 2026.