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

Raleigh 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	$1.14K	Sell	6 -7,088	-100%	-$1.11M	﹤0.01%	452
2026 Q1	$960K	Sell	7,094 -2,074	-23%	-$288K	0.33%	86
2025 Q4	$1.19M	Sell	9,168 -2,962	-24%	-$375K	0.43%	69
2025 Q3	$1.58M	Buy	12,130 +493	+4%	+$58.4K	0.6%	54
2025 Q2	$1.29M	Buy	11,637 +258	+2%	+$26K	0.54%	61
2025 Q1	$1.09M	Buy	11,379 +507	+5%	+$50.1K	0.49%	63
2024 Q4	$1.06M	Buy	+10,872	New	+$1.03M	0.41%	77

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

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

Raleigh Capital Management reduced its Bank of Montreal (BMO) stake by 100% in Q2 2026, selling an estimated $1.11M and leaving 6 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Raleigh Capital Management first reported a position in BMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.58M in Q3 2025. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Raleigh Capital Management held 6 shares of Bank of Montreal worth $1.14K as of Q2 2026.
Raleigh Capital Management sold 7,088 Bank of Montreal shares in Q2 2026, an estimated $1.11M.
Bank of Montreal made up ﹤0.01% of Raleigh Capital Management's portfolio in Q2 2026, its #452 holding.
Raleigh Capital Management first reported a position in Bank of Montreal in Q4 2024 and has held it in 7 quarters since.
Raleigh Capital Management's Bank of Montreal position peaked at $1.58M in Q3 2025.
659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.