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	$662M	Sell	4,890,000 -830,000	-15%	-$115M	0.12%	169
2025 Q4	$742M	Buy	5,720,000 +680,000	+13%	+$86.1M	0.12%	157
2025 Q3	$656M	Hold	5,040,000	–	–	0.11%	168
2025 Q2	$558M	Buy	5,040,000 +396,800	+9%	+$40M	0.1%	184
2025 Q1	$443M	Sell	4,643,200 -1,171,000	-20%	-$116M	0.09%	200
2024 Q4	$564M	Buy	5,814,200 +60,100	+1%	+$5.68M	0.11%	157
2024 Q3	$519M	Buy	5,754,100 +3,795,100	+194%	+$324M	0.11%	179
2024 Q2	$164M	Buy	1,959,000 +88,000	+5%	+$7.99M	0.04%	369
2024 Q1	$183M	Sell	1,871,000 -21,600	-1%	-$2.04M	0.04%	341
2023 Q4	$187M	Buy	1,892,600 +37,600	+2%	+$3.14M	0.04%	343
2023 Q3	$157M	Sell	1,855,000 -332,000	-15%	-$29.2M	0.04%	350
2023 Q2	$198M	Sell	2,187,000 -602,100	-22%	-$53.2M	0.05%	319
2023 Q1	$249M	Sell	2,789,100 -2,006,900	-42%	-$190M	0.07%	249
2022 Q4	$435M	Buy	4,796,000 +1,439,500	+43%	+$133M	0.12%	155
2022 Q3	$294M	Buy	3,356,500 +1,629,000	+94%	+$158M	0.09%	194
2022 Q2	$166M	Buy	1,727,500 +386,000	+29%	+$41M	0.05%	317
2022 Q1	$158M	Sell	1,341,500 -1,030,900	-43%	-$120M	0.04%	363
2021 Q4	$256M	Buy	2,372,400 +699,200	+42%	+$75.3M	0.06%	277
2021 Q3	$167M	Buy	1,673,200 +88,300	+6%	+$8.89M	0.04%	347
2021 Q2	$163M	Sell	1,584,900 -17,000	-1%	-$1.68M	0.04%	357
2021 Q1	$143M	Sell	1,601,900 -370,900	-19%	-$30.3M	0.04%	368
2020 Q4	$150M	Sell	1,972,800 -192,700	-9%	-$13.2M	0.04%	349
2020 Q3	$126M	Buy	2,165,500 +17,900	+0.8%	+$1.04M	0.05%	327
2020 Q2	$114M	Sell	2,147,600 -1,180,100	-35%	-$60.2M	0.05%	328
2020 Q1	$167M	Buy	3,327,700 +1,947,900	+141%	+$132M	0.08%	205
2019 Q4	$107M	Sell	1,379,800 -1,247,100	-47%	-$93.9M	0.04%	374
2019 Q3	$194M	Buy	2,626,900 +914,400	+53%	+$66.6M	0.08%	231
2019 Q2	$129M	Buy	1,712,500 +299,800	+21%	+$22.9M	0.05%	295
2019 Q1	$106M	Sell	1,412,700 -645,600	-31%	-$47.7M	0.05%	333
2018 Q4	$135M	Buy	2,058,300 +758,000	+58%	+$56.2M	0.06%	258
2018 Q3	$107M	Buy	1,300,300 +640,700	+97%	+$51.5M	0.04%	339
2018 Q2	$51M	Sell	659,600 -45,800	-6%	-$3.53M	0.02%	554
2018 Q1	$53.3M	Sell	705,400 -374,900	-35%	-$29.5M	0.02%	556
2017 Q4	$86.4M	Buy	1,080,300 +4,400	+0.4%	+$343K	0.04%	391
2017 Q3	$81.5M	Buy	1,075,900 +479,600	+80%	+$35.8M	0.04%	369
2017 Q2	$43.8M	Sell	596,300 -101,000	-14%	-$7.15M	0.02%	598
2017 Q1	$52.2M	Buy	697,300 +144,400	+26%	+$10.9M	0.03%	495
2016 Q4	$39.8M	Buy	552,900 +365,300	+195%	+$24.4M	0.02%	636
2016 Q3	$12.3M	Hold	187,600	–	–	0.01%	1350
2016 Q2	$11.9M	Hold	187,600	–	–	0.01%	1338
2016 Q1	$11.4M	Sell	187,600 -25,900	-12%	-$1.42M	0.01%	1303
2015 Q4	$12M	Sell	213,500 -81,800	-28%	-$4.7M	0.01%	1307
2015 Q3	$16.1M	Buy	295,300 +137,700	+87%	+$7.56M	0.01%	882
2015 Q2	$9.34M	Buy	157,600 +69,900	+80%	+$4.39M	0.01%	1250
2015 Q1	$5.26M	Sell	87,700 -136,000	-61%	-$8.43M	﹤0.01%	1571
2014 Q4	$15.8M	Sell	223,700 -50,000	-18%	-$3.58M	0.01%	976
2014 Q3	$20.1M	Sell	273,700 -34,500	-11%	-$2.6M	0.01%	796
2014 Q2	$22.7M	Buy	308,200 +158,500	+106%	+$11M	0.02%	733
2014 Q1	$10M	Sell	149,700 -172,000	-53%	-$11.2M	0.01%	1163
2013 Q4	$21.3M	Buy	321,700 +196,500	+157%	+$13.4M	0.02%	764
2013 Q3	$8.37M	Sell	125,200 -203,100	-62%	-$12.7M	0.01%	1230
2013 Q2	$19.1M	Buy	+328,300	New	+$19.9M	0.02%	696

Other funds holding BMO

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 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 $1.61T AUM 30.72% 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.