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

Rockefeller 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
Q1 		$2.17M Buy
16,041
+2,137
+15% +$297K ﹤0.01% 1266
2025
Q4 		$1.8M Buy
13,904
+7,507
+117% +$951K ﹤0.01% 1299
2025
Q3 		$833K Buy
+6,397
New +$757K ﹤0.01% 1506
2024
Q1 		– Sell
-12,333
Closed -$1.22M – 1670
2023
Q4 		$1.22M Buy
+12,333
New +$1.03M ﹤0.01% 1078
2023
Q3 		– Sell
-5,153
Closed -$465K – 1526
2023
Q2 		$465K Sell
5,153
-432
-8% -$38.2K ﹤0.01% 1366
2023
Q1 		$497K Sell
5,585
-5,613
-50% -$533K ﹤0.01% 1359
2022
Q4 		$1.01M Sell
11,198
-2,074
-16% -$192K 0.01% 999
2022
Q3 		$1.16M Buy
13,272
+79
+0.6% +$7.64K 0.01% 954
2022
Q2 		$1.27M Sell
13,193
-56,644
-81% -$6.02M 0.01% 924
2022
Q1 		$8.24M Buy
69,837
+16,159
+30% +$1.87M 0.04% 420
2021
Q4 		$5.78M Buy
53,678
+10,694
+25% +$1.15M 0.03% 500
2021
Q3 		$4.29M Buy
42,984
+2,374
+6% +$239K 0.02% 513
2021
Q2 		$4.16M Buy
40,610
+24,665
+155% +$2.43M 0.02% 501
2021
Q1 		$1.42M Buy
15,945
+8,851
+125% +$722K 0.01% 676
2020
Q4 		$539K Buy
7,094
+6,794
+2,265% +$465K ﹤0.01% 885
2020
Q3 		$17K Sell
300
-113
-27% -$6.54K ﹤0.01% 1844
2020
Q2 		$22K Sell
413
-152
-27% -$7.75K ﹤0.01% 1642
2020
Q1 		$28K Hold
565
– – ﹤0.01% 1402
2019
Q4 		$44K Sell
565
-800
-59% -$60.2K ﹤0.01% 1177
2019
Q3 		$101K Buy
1,365
+1,287
+1,650% +$93.8K ﹤0.01% 804
2019
Q2 		$6K Buy
+78
New +$5.97K ﹤0.01% 1383

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rockefeller Capital Management's BMO Position: Q1 2026 in Review

Rockefeller Capital Management increased its Bank of Montreal (BMO) stake by 15% in Q1 2026, buying an estimated $297K and bringing the position to 16,041 shares worth $2.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

Rockefeller Capital Management first reported a position in BMO in Q2 2019 and has held it in 21 quarters since. The position peaked at $8.24M in Q1 2022. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Rockefeller Capital Management held 16,041 shares of Bank of Montreal worth $2.17M as of Q1 2026.
  • Rockefeller Capital Management bought 2,137 Bank of Montreal shares in Q1 2026, an estimated $297K.
  • Bank of Montreal made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1266 holding.
  • Rockefeller Capital Management first reported a position in Bank of Montreal in Q2 2019 and has held it in 21 quarters since.
  • Rockefeller Capital Management's Bank of Montreal position peaked at $8.24M in Q1 2022.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.