RhumbLine Advisers
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RhumbLine Advisers’s Bank of Montreal BMO Stock Holding History

RhumbLine Advisers’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 		$233K Buy
1,320
+263
+25% +$41.3K ﹤0.01% 3207
2026
Q1 		$143K Sell
1,057
-10
-0.9% -$1.39K ﹤0.01% 3262
2025
Q4 		$138K Sell
1,067
-90
-8% -$11.4K ﹤0.01% 3336
2025
Q3 		$151K Hold
1,157
– – ﹤0.01% 3362
2025
Q2 		$128K Buy
1,157
+96
+9% +$9.68K ﹤0.01% 3444
2025
Q1 		$101K Buy
1,061
+12
+1% +$1.19K ﹤0.01% 3383
2024
Q4 		$102K Buy
1,049
+146
+16% +$13.8K ﹤0.01% 3468
2024
Q3 		$81.4K Hold
903
– – ﹤0.01% 3568
2024
Q2 		$75.7K Buy
903
+80
+10% +$7.26K ﹤0.01% 3593
2024
Q1 		$80.4K Sell
823
-172
-17% -$16.2K ﹤0.01% 3507
2023
Q4 		$98.4K Sell
995
-100
-9% -$8.35K ﹤0.01% 3450
2023
Q3 		$92.4K Buy
1,095
+145
+15% +$12.7K ﹤0.01% 3491
2023
Q2 		$85.8K Buy
+950
New +$84K ﹤0.01% 3563
2016
Q3 		– Sell
-6,720
Closed -$426K – 2878
2016
Q2 		$426K Hold
6,720
– – ﹤0.01% 2299
2016
Q1 		$408K Hold
6,720
– – ﹤0.01% 2354
2015
Q4 		$379K Buy
6,720
+400
+6% +$23K ﹤0.01% 2429
2015
Q3 		$345K Hold
6,320
– – ﹤0.01% 2453
2015
Q2 		$375K Sell
6,320
-2,400
-28% -$151K ﹤0.01% 2516
2015
Q1 		$523K Hold
8,720
– – ﹤0.01% 2277
2014
Q4 		$617K Buy
8,720
+100
+1% +$7.16K ﹤0.01% 2146
2014
Q3 		$635K Sell
8,620
-400
-4% -$30.1K ﹤0.01% 2065
2014
Q2 		$664K Buy
9,020
+400
+5% +$27.9K ﹤0.01% 2089
2014
Q1 		$578K Hold
8,620
– – ﹤0.01% 2122
2013
Q4 		$575K Buy
8,620
+4,400
+104% +$299K ﹤0.01% 2163
2013
Q3 		$282K Buy
+4,220
New +$265K ﹤0.01% 2574

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

RhumbLine Advisers's BMO Position: Q2 2026 in Review

RhumbLine Advisers increased its Bank of Montreal (BMO) stake by 25% in Q2 2026, buying an estimated $41.3K and bringing the position to 1,320 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #3207.

RhumbLine Advisers first reported a position in BMO in Q3 2013 and has held it in 25 quarters since. The position peaked at $664K in Q2 2014. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • RhumbLine Advisers held 1,320 shares of Bank of Montreal worth $233K as of Q2 2026.
  • RhumbLine Advisers bought 263 Bank of Montreal shares in Q2 2026, an estimated $41.3K.
  • Bank of Montreal made up ﹤0.01% of RhumbLine Advisers's portfolio in Q2 2026, its #3207 holding.
  • RhumbLine Advisers first reported a position in Bank of Montreal in Q3 2013 and has held it in 25 quarters since.
  • RhumbLine Advisers's Bank of Montreal position peaked at $664K in Q2 2014.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on RhumbLine Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.