Quilter Plc’s Bank of Montreal BMO Stock Holding History

Quilter Plc’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 Q3	$847K	Sell	3,560 -150	-4%	-$26.5K	0.01%	98
2026 Q2	$930K	Hold	3,710	–	–	0.01%	98
2026 Q1	$699K	Hold	3,710	–	–	0.01%	101
2025 Q4	$482K	Hold	3,710	–	–	0.01%	108
2025 Q3	$483K	Hold	3,710	–	–	0.01%	107
2025 Q2	$411K	Sell	3,710 -60	-2%	-$6.05K	0.01%	109
2025 Q1	$360K	Hold	3,770	–	–	0.01%	109
2024 Q4	$366K	Hold	3,770	–	–	0.01%	110
2024 Q3	$340K	Hold	3,770	–	–	0.01%	115
2024 Q2	$316K	Sell	3,770 -80	-2%	-$7.26K	0.01%	112
2024 Q1	$376K	Buy	+3,850	New	+$363K	0.01%	109
2023 Q4	–	Sell	-4,782	Closed	-$3.51M	–	134
2023 Q3	$3.51M	Hold	4,782	–	–	0.01%	116
2023 Q2	$3.58M	Hold	4,782	–	–	0.01%	119
2023 Q1	$3.51M	Sell	4,782 -1,140	-19%	-$108K	0.01%	113
2022 Q4	$536K	Sell	5,922 -650	-10%	-$60.2K	0.02%	101
2022 Q3	$575K	Buy	6,572 +982	+18%	+$95K	0.02%	97
2022 Q2	$538K	Hold	5,590	–	–	0.02%	101
2022 Q1	$658K	Hold	5,590	–	–	0.02%	101
2021 Q4	$602K	Sell	5,590 -156	-3%	-$16.8K	0.02%	106
2021 Q3	$573K	Hold	5,746	–	–	0.02%	166
2021 Q2	$589K	Buy	+5,746	New	+$567K	0.02%	166
2021 Q1	–	Sell	-7,446	Closed	-$566K	–	359
2020 Q4	$566K	Buy	7,446 +1	+0%	+$68	0.02%	156
2020 Q3	$435K	Sell	7,445 -398	-5%	-$23K	0.02%	158
2020 Q2	$417K	Buy	7,843 +144	+2%	+$7.34K	0.02%	151
2020 Q1	$389K	Sell	7,699 -790	-9%	-$53.6K	0.03%	145
2019 Q4	$659K	Buy	+8,489	New	+$639K	0.04%	128

Other funds holding BMO

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

Rempart Asset Management Montreal, Canada $488M AUM 18.34% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

Quilter Plc's BMO Position: Q3 2026 in Review

Quilter Plc reduced its Bank of Montreal (BMO) stake by 4% in Q3 2026, selling an estimated $26.5K and leaving 3,560 shares worth $847K. The position accounts for 0.01% of the portfolio, ranked #98.

Quilter Plc first reported a position in BMO in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.58M in Q2 2023. 152 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

Quilter Plc held 3,560 shares of Bank of Montreal worth $847K as of Q3 2026.
Quilter Plc sold 150 Bank of Montreal shares in Q3 2026, an estimated $26.5K.
Bank of Montreal made up 0.01% of Quilter Plc's portfolio in Q3 2026, its #98 holding.
Quilter Plc first reported a position in Bank of Montreal in Q4 2019 and has held it in 26 quarters since.
Quilter Plc's Bank of Montreal position peaked at $3.58M in Q2 2023.
152 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on Quilter Plc's 13F filing for Q3 2026, filed 21 Oct 2026.