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 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

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

Quilter Plc's BMO Position: Q1 2026 in Review

Quilter Plc held its Bank of Montreal (BMO) position steady in Q1 2026 at 3,710 shares worth $699K. The position accounts for 0.01% of the portfolio, ranked #101.

Quilter Plc first reported a position in BMO in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.58M in Q2 2023. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Quilter Plc held 3,710 shares of Bank of Montreal worth $699K as of Q1 2026.
Quilter Plc left its Bank of Montreal share count unchanged in Q1 2026.
Bank of Montreal made up 0.01% of Quilter Plc's portfolio in Q1 2026, its #101 holding.
Quilter Plc first reported a position in Bank of Montreal in Q4 2019 and has held it in 24 quarters since.
Quilter Plc's Bank of Montreal position peaked at $3.58M in Q2 2023.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Quilter Plc's 13F filing for Q1 2026, filed 13 May 2026.