Sand Hill Global Advisors’s Bank of Montreal BMO Stock Holding History

Sand Hill Global Advisors’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	$732K	Buy	5,411 +729	+16%	+$101K	0.02%	126
2025 Q4	$608K	Buy	4,682 +113	+2%	+$14.3K	0.02%	131
2025 Q3	$595K	Hold	4,569	–	–	0.02%	132
2025 Q2	$505K	Hold	4,569	–	–	0.02%	146
2025 Q1	$436K	Sell	4,569 -133	-3%	-$13.2K	0.02%	151
2024 Q4	$456K	Hold	4,702	–	–	0.02%	145
2024 Q3	$424K	Hold	4,702	–	–	0.02%	144
2024 Q2	$394K	Buy	+4,702	New	+$427K	0.02%	147

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 $123B AUM 34.51% 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 $112B AUM 31.26% 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

Sand Hill Global Advisors's BMO Position: Q1 2026 in Review

Sand Hill Global Advisors increased its Bank of Montreal (BMO) stake by 16% in Q1 2026, buying an estimated $101K and bringing the position to 5,411 shares worth $732K. The position accounts for 0.02% of the portfolio, ranked #126.

Sand Hill Global Advisors first reported a position in BMO in Q2 2024 and has held it in 8 quarters since. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Sand Hill Global Advisors held 5,411 shares of Bank of Montreal worth $732K as of Q1 2026.
Sand Hill Global Advisors bought 729 Bank of Montreal shares in Q1 2026, an estimated $101K.
Bank of Montreal made up 0.02% of Sand Hill Global Advisors's portfolio in Q1 2026, its #126 holding.
Sand Hill Global Advisors first reported a position in Bank of Montreal in Q2 2024 and has held it in 8 quarters since.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Sand Hill Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.