Royal Bank of Canada’s Bank of Montreal BMO Stock Holding History

Royal Bank of Canada’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	$143M	Buy	1,059,000 +525,300	+98%	+$73M	0.03%	515
2025 Q4	$69.3M	Sell	533,700 -3,516,300	-87%	-$445M	0.01%	800
2025 Q3	$528M	Buy	4,050,000 +2,830,900	+232%	+$335M	0.09%	212
2025 Q2	$135M	Sell	1,219,100 -82,500	-6%	-$8.31M	0.02%	513
2025 Q1	$124M	Buy	1,301,600 +37,900	+3%	+$3.75M	0.03%	478
2024 Q4	$123M	Sell	1,263,700 -3,281,100	-72%	-$310M	0.02%	504
2024 Q3	$410M	Buy	4,544,800 +3,220,900	+243%	+$275M	0.08%	218
2024 Q2	$111M	Buy	1,323,900 +317,600	+32%	+$28.8M	0.03%	491
2024 Q1	$98.3M	Sell	1,006,300 -168,700	-14%	-$15.9M	0.02%	531
2023 Q4	$116M	Buy	1,175,000 +750,000	+176%	+$62.6M	0.03%	470
2023 Q3	$35.9M	Sell	425,000 -200,000	-32%	-$17.6M	0.01%	842
2023 Q2	$56.4M	Sell	625,000 -1,371,000	-69%	-$121M	0.01%	659
2023 Q1	$178M	Buy	1,996,000 +637,600	+47%	+$60.5M	0.05%	318
2022 Q4	$123M	Buy	1,358,400 +1,008,400	+288%	+$93.3M	0.04%	417
2022 Q3	$30.7M	Buy	350,000 +90,000	+35%	+$8.7M	0.01%	838
2022 Q2	$25M	Buy	260,000 +120,500	+86%	+$12.8M	0.01%	980
2022 Q1	$16.5M	Sell	139,500 -380,500	-73%	-$44.1M	﹤0.01%	1370
2021 Q4	$56M	Sell	520,000 -320,000	-38%	-$34.5M	0.01%	747
2021 Q3	$83.8M	Buy	840,000 +820,000	+4,100%	+$82.5M	0.02%	552
2021 Q2	$2.05M	Sell	20,000 -89,100	-82%	-$8.79M	﹤0.01%	3045
2021 Q1	$9.72M	Sell	109,100 -510,000	-82%	-$41.6M	﹤0.01%	1780
2020 Q4	$47.1M	Buy	619,100 +114,800	+23%	+$7.86M	0.01%	735
2020 Q3	$29.5M	Hold	504,300	–	–	0.01%	849
2020 Q2	$26.8M	Buy	504,300 +297,900	+144%	+$15.2M	0.01%	875
2020 Q1	$10.4M	Sell	206,400 -113,600	-36%	-$7.7M	0.01%	1301
2019 Q4	$24.8M	Buy	320,000 +112,500	+54%	+$8.47M	0.01%	1014
2019 Q3	$15.3M	Buy	207,500 +77,500	+60%	+$5.65M	0.01%	1248
2019 Q2	$9.81M	Sell	130,000 -100,000	-43%	-$7.65M	﹤0.01%	1579
2019 Q1	$17.2M	Buy	+230,000	New	+$17M	0.01%	1176
2018 Q4	–	Sell	-181,000	Closed	-$14.9M	–	6747
2018 Q3	$14.9M	Sell	181,000 -19,000	-10%	-$1.53M	0.01%	1330
2018 Q2	$15.5M	Sell	200,000 -131,000	-40%	-$10.1M	0.01%	1239
2018 Q1	$25M	Buy	331,000 +21,000	+7%	+$1.65M	0.01%	945
2017 Q4	$24.8M	Buy	310,000 +30,000	+11%	+$2.34M	0.01%	1002
2017 Q3	$21.2M	Buy	280,000 +71,400	+34%	+$5.32M	0.01%	1045
2017 Q2	$15.3M	Sell	208,600 -16,300	-7%	-$1.15M	0.01%	1232
2017 Q1	$16.8M	Buy	224,900 +75,800	+51%	+$5.72M	0.01%	1138
2016 Q4	$10.7M	Buy	149,100 +101,900	+216%	+$6.8M	0.01%	1459
2016 Q3	$3.1M	Sell	47,200 -387,800	-89%	-$25.2M	﹤0.01%	2232
2016 Q2	$27.6M	Buy	435,000 +80,000	+23%	+$5.07M	0.02%	742
2016 Q1	$21.5M	Buy	355,000 +330,000	+1,320%	+$18.1M	0.01%	882
2015 Q4	$1.41M	Sell	25,000 -246,600	-91%	-$14.2M	﹤0.01%	2823
2015 Q3	$14.8M	Buy	271,600 +143,000	+111%	+$7.85M	0.01%	933
2015 Q2	$7.62M	Sell	128,600 -58,500	-31%	-$3.67M	0.01%	1338
2015 Q1	$11.2M	Buy	187,100 +105,600	+130%	+$6.55M	0.01%	1138
2014 Q4	$5.76M	Buy	81,500 +11,500	+16%	+$823K	﹤0.01%	1578
2014 Q3	$5.15M	Buy	+70,000	New	+$5.27M	﹤0.01%	1630
2014 Q2	–	Sell	-41,900	Closed	-$2.81M	–	5930
2014 Q1	$2.81M	Sell	41,900 -511,000	-92%	-$33.2M	﹤0.01%	2009
2013 Q4	$36.9M	Buy	552,900 +107,300	+24%	+$7.3M	0.03%	483
2013 Q3	$29.8M	Buy	445,600 +319,800	+254%	+$20.1M	0.02%	533
2013 Q2	$7.3M	Buy	+125,800	New	+$7.62M	0.01%	1214

Other funds holding BMO

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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 $140B AUM 46.34% 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 $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada's BMO Position: Q1 2026 in Review

Royal Bank of Canada increased its Bank of Montreal (BMO) stake by 5% in Q1 2026, buying an estimated $349M and bringing the position to 52,598,042 shares worth $7.12B. The position accounts for 1.25% of the portfolio, ranked #10.

Royal Bank of Canada first reported a position in BMO in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.53B in Q3 2025. 636 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Royal Bank of Canada held 52,598,042 shares of Bank of Montreal worth $7.12B as of Q1 2026.
Royal Bank of Canada bought 2,510,071 Bank of Montreal shares in Q1 2026, an estimated $349M.
Bank of Montreal made up 1.25% of Royal Bank of Canada's portfolio in Q1 2026, its #10 holding.
Royal Bank of Canada first reported a position in Bank of Montreal in Q2 2013 and has held it in 52 quarters since.
Royal Bank of Canada's Bank of Montreal position peaked at $8.53B in Q3 2025.
636 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.