Russell Investments Group
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Russell Investments Group’s Bank of Montreal BMO Stock Holding History

Russell Investments Group’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 		$51.1M Sell
289,001
-47,836
-14% -$7.52M 0.04% 404
2026
Q1 		$45.3M Buy
336,837
+18,276
+6% +$2.54M 0.05% 391
2025
Q4 		$41.4M Sell
318,561
-51,830
-14% -$6.56M 0.05% 409
2025
Q3 		$48.2M Buy
370,391
+67,223
+22% +$7.96M 0.05% 355
2025
Q2 		$33.5M Buy
303,168
+43,316
+17% +$4.37M 0.04% 424
2025
Q1 		$24.8M Buy
259,852
+21,499
+9% +$2.13M 0.03% 510
2024
Q4 		$23.1M Buy
238,353
+27,554
+13% +$2.6M 0.03% 525
2024
Q3 		$19M Buy
210,799
+35,030
+20% +$2.99M 0.03% 593
2024
Q2 		$14.7M Sell
175,769
-4,477
-2% -$407K 0.02% 636
2024
Q1 		$17.6M Sell
180,246
-47,448
-21% -$4.48M 0.03% 596
2023
Q4 		$22.6M Sell
227,694
-14,563
-6% -$1.22M 0.04% 463
2023
Q3 		$20.5M Sell
242,257
-46,204
-16% -$4.06M 0.04% 461
2023
Q2 		$26M Buy
288,461
+3,782
+1% +$334K 0.05% 416
2023
Q1 		$25.3M Sell
284,679
-48,239
-14% -$4.58M 0.05% 418
2022
Q4 		$30.2M Sell
332,918
-12,647
-4% -$1.17M 0.06% 380
2022
Q3 		$30.5M Buy
345,565
+40,652
+13% +$3.93M 0.07% 350
2022
Q2 		$29.3M Buy
304,913
+57,990
+23% +$6.16M 0.06% 379
2022
Q1 		$29.1M Sell
246,923
-21,136
-8% -$2.45M 0.05% 436
2021
Q4 		$28.9M Buy
268,059
+61,222
+30% +$6.6M 0.05% 477
2021
Q3 		$20.6M Sell
206,837
-121,462
-37% -$12.2M 0.03% 583
2021
Q2 		$33.7M Buy
328,299
+35,427
+12% +$3.5M 0.06% 404
2021
Q1 		$26.1M Buy
292,872
+277,809
+1,844% +$22.7M 0.05% 473
2020
Q4 		$1.14M Buy
15,063
+2,986
+25% +$204K ﹤0.01% 2059
2020
Q3 		$702K Sell
12,077
-15,135
-56% -$876K ﹤0.01% 2234
2020
Q2 		$1.44M Sell
27,212
-1,630
-6% -$83.1K ﹤0.01% 1835
2020
Q1 		$1.44M Sell
28,842
-6,609
-19% -$448K ﹤0.01% 1645
2019
Q4 		$2.75M Sell
35,451
-952,086
-96% -$71.7M 0.01% 1560
2019
Q3 		$72.8M Sell
987,537
-129,715
-12% -$9.45M 0.14% 166
2019
Q2 		$84.4M Sell
1,117,252
-11,784
-1% -$901K 0.16% 134
2019
Q1 		$84.3M Sell
1,129,036
-66,821
-6% -$4.94M 0.16% 135
2018
Q4 		$78M Buy
1,195,857
+23,583
+2% +$1.75M 0.17% 120
2018
Q3 		$96.2M Buy
1,172,274
+283,942
+32% +$22.8M 0.18% 107
2018
Q2 		$68.1M Sell
888,332
-540,424
-38% -$41.6M 0.14% 143
2018
Q1 		$108M Buy
1,428,756
+88,686
+7% +$6.98M 0.18% 109
2017
Q4 		$107M Sell
1,340,070
-383,536
-22% -$29.9M 0.18% 111
2017
Q3 		$130M Sell
1,723,606
-89,186
-5% -$6.65M 0.22% 83
2017
Q2 		$133M Sell
1,812,792
-77,246
-4% -$5.47M 0.24% 81
2017
Q1 		$141M Buy
1,890,038
+330,941
+21% +$25M 0.26% 72
2016
Q4 		$112M Buy
+1,559,097
New +$104M 0.22% 97

Other funds holding BMO

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Russell Investments Group's BMO Position: Q2 2026 in Review

Russell Investments Group reduced its Bank of Montreal (BMO) stake by 14% in Q2 2026, selling an estimated $7.52M and leaving 289,001 shares worth $51.1M. The position accounts for 0.04% of the portfolio, ranked #404.

Russell Investments Group first reported a position in BMO in Q4 2016 and has held it in 39 quarters since. The position peaked at $141M in Q1 2017. 349 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Russell Investments Group held 289,001 shares of Bank of Montreal worth $51.1M as of Q2 2026.
  • Russell Investments Group sold 47,836 Bank of Montreal shares in Q2 2026, an estimated $7.52M.
  • Bank of Montreal made up 0.04% of Russell Investments Group's portfolio in Q2 2026, its #404 holding.
  • Russell Investments Group first reported a position in Bank of Montreal in Q4 2016 and has held it in 39 quarters since.
  • Russell Investments Group's Bank of Montreal position peaked at $141M in Q1 2017.
  • 349 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.