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Romano Brothers & Co’s Bank of Montreal BMO Stock Holding History

Romano Brothers & Co’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 		$8.69M Sell
49,163
-400
-0.8% -$62.9K 0.87% 29
2026
Q1 		$6.71M Sell
49,563
-675
-1% -$93.8K 0.76% 30
2025
Q4 		$6.52M Sell
50,238
-70
-0.1% -$8.86K 0.74% 32
2025
Q3 		$6.55M Sell
50,308
-675
-1% -$79.9K 0.75% 33
2025
Q2 		$5.64M Sell
50,983
-450
-0.9% -$45.4K 0.7% 34
2025
Q1 		$4.91M Sell
51,433
-500
-1% -$49.5K 0.64% 48
2024
Q4 		$5.04M Buy
51,933
+400
+0.8% +$37.8K 0.64% 47
2024
Q3 		$4.65M Sell
51,533
-1,450
-3% -$124K 0.58% 51
2024
Q2 		$4.44M Sell
52,983
-650
-1% -$59K 0.62% 46
2024
Q1 		$5.24M Sell
53,633
-1,413
-3% -$133K 0.72% 40
2023
Q4 		$5.45M Sell
55,046
-1,310
-2% -$109K 0.81% 35
2023
Q3 		$4.75M Sell
56,356
-2,128
-4% -$187K 0.74% 40
2023
Q2 		$5.28M Sell
58,484
-1,307
-2% -$116K 0.79% 31
2023
Q1 		$5.33M Buy
59,791
+2,522
+4% +$239K 0.82% 29
2022
Q4 		$5.19M Buy
57,269
+160
+0.3% +$14.8K 0.79% 34
2022
Q3 		$5M Buy
+57,109
New +$5.52M 0.81% 33

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

Romano Brothers & Co's BMO Position: Q2 2026 in Review

Romano Brothers & Co reduced its Bank of Montreal (BMO) stake by 0.81% in Q2 2026, selling an estimated $62.9K and leaving 49,163 shares worth $8.69M. The position accounts for 0.87% of the portfolio, ranked #29.

Romano Brothers & Co first reported a position in BMO in Q3 2022 and has held it in 16 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Romano Brothers & Co held 49,163 shares of Bank of Montreal worth $8.69M as of Q2 2026.
  • Romano Brothers & Co sold 400 Bank of Montreal shares in Q2 2026, an estimated $62.9K.
  • Bank of Montreal made up 0.87% of Romano Brothers & Co's portfolio in Q2 2026, its #29 holding.
  • Romano Brothers & Co first reported a position in Bank of Montreal in Q3 2022 and has held it in 16 quarters since.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.