Quantinno Capital Management’s Bank of Montreal BMO Stock Holding History

Quantinno Capital Management’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 Q2	$15.2M	Buy	86,196 +20,597	+31%	+$3.24M	0.02%	819
2026 Q1	$8.88M	Buy	65,599 +18,164	+38%	+$2.52M	0.01%	919
2025 Q4	$6.16M	Buy	47,435 +12,454	+36%	+$1.58M	0.01%	963
2025 Q3	$4.56M	Buy	34,981 +7,607	+28%	+$901K	0.01%	944
2025 Q2	$3.03M	Buy	27,374 +6,556	+31%	+$661K	0.01%	984
2025 Q1	$1.99M	Buy	20,818 +4,603	+28%	+$455K	0.01%	979
2024 Q4	$1.57M	Buy	16,215 +7,093	+78%	+$670K	0.02%	932
2024 Q3	$823K	Buy	9,122 +802	+10%	+$68.4K	0.01%	995
2024 Q2	$698K	Sell	8,320 -209	-2%	-$19K	0.01%	929
2024 Q1	$833K	Buy	8,529 +4,798	+129%	+$453K	0.02%	798
2023 Q4	$369K	Sell	3,731 -12,646	-77%	-$1.06M	0.01%	906
2023 Q3	$1.38M	Buy	16,377 +11,536	+238%	+$1.01M	0.06%	423
2023 Q2	$437K	Sell	4,841 -1,595	-25%	-$141K	0.03%	668
2023 Q1	$574K	Buy	+6,436	New	+$611K	0.04%	536

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

Quantinno Capital Management's BMO Position: Q2 2026 in Review

Quantinno Capital Management increased its Bank of Montreal (BMO) stake by 31% in Q2 2026, buying an estimated $3.24M and bringing the position to 86,196 shares worth $15.2M. The position accounts for 0.02% of the portfolio, ranked #819.

Quantinno Capital Management first reported a position in BMO in Q1 2023 and has held it in 14 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Quantinno Capital Management held 86,196 shares of Bank of Montreal worth $15.2M as of Q2 2026.
Quantinno Capital Management bought 20,597 Bank of Montreal shares in Q2 2026, an estimated $3.24M.
Bank of Montreal made up 0.02% of Quantinno Capital Management's portfolio in Q2 2026, its #819 holding.
Quantinno Capital Management first reported a position in Bank of Montreal in Q1 2023 and has held it in 14 quarters since.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Quantinno Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.