Royal London Asset Management’s Bank of Montreal BMO Stock Holding History

Royal London Asset 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 Q2	$4.69M	Sell	26,537 -4,788	-15%	-$753K	0.01%	539
2026 Q1	$4.24M	Sell	31,325 -1,894	-6%	-$263K	0.01%	551
2025 Q4	$4.31M	Buy	33,219 +1,581	+5%	+$200K	0.01%	547
2025 Q3	$4.12M	Sell	31,638 -4,437	-12%	-$525K	0.01%	544
2025 Q2	$3.99M	Hold	36,075	–	–	0.01%	565
2025 Q1	$3.45M	Buy	+36,075	New	+$3.57M	0.01%	582
2024 Q2	–	Sell	-24,356	Closed	-$2.38M	–	666
2024 Q1	$2.38M	Sell	24,356 -65,872	-73%	-$6.22M	0.01%	615
2023 Q4	$8.93M	Buy	90,228 +1,210	+1%	+$101K	0.03%	406
2023 Q3	$7.51M	Buy	89,018 +22,478	+34%	+$1.98M	0.02%	422
2023 Q2	$6.01M	Buy	66,540 +57,113	+606%	+$5.05M	0.02%	468
2023 Q1	$840K	Buy	9,427 +4,529	+92%	+$430K	﹤0.01%	630
2022 Q4	$444K	Buy	+4,898	New	+$453K	﹤0.01%	642

Other funds holding BMO

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Royal London Asset Management's BMO Position: Q2 2026 in Review

Royal London Asset Management reduced its Bank of Montreal (BMO) stake by 15% in Q2 2026, selling an estimated $753K and leaving 26,537 shares worth $4.69M. The position accounts for 0.01% of the portfolio, ranked #539.

Royal London Asset Management first reported a position in BMO in Q4 2022 and has held it in 12 quarters since. The position peaked at $8.93M in Q4 2023. 513 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Royal London Asset Management held 26,537 shares of Bank of Montreal worth $4.69M as of Q2 2026.
Royal London Asset Management sold 4,788 Bank of Montreal shares in Q2 2026, an estimated $753K.
Bank of Montreal made up 0.01% of Royal London Asset Management's portfolio in Q2 2026, its #539 holding.
Royal London Asset Management first reported a position in Bank of Montreal in Q4 2022 and has held it in 12 quarters since.
Royal London Asset Management's Bank of Montreal position peaked at $8.93M in Q4 2023.
513 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Royal London Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.