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Savant Capital’s Bank of Montreal BMO Stock Holding History

Savant Capital’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 		$1.3M Buy
7,333
+452
+7% +$71K ﹤0.01% 771
2026
Q1 		$931K Buy
6,881
+1,291
+23% +$179K ﹤0.01% 653
2025
Q4 		$726K Sell
5,590
-88
-2% -$11.1K ﹤0.01% 686
2025
Q3 		$740K Sell
5,678
-218
-4% -$25.8K ﹤0.01% 662
2025
Q2 		$652K Buy
5,896
+2,462
+72% +$248K ﹤0.01% 657
2025
Q1 		$328K Buy
3,434
+397
+13% +$39.3K ﹤0.01% 815
2024
Q4 		$295K Sell
3,037
-1,702
-36% -$161K ﹤0.01% 1125
2024
Q3 		$427K Buy
4,739
+577
+14% +$49.2K ﹤0.01% 941
2024
Q2 		$349K Buy
+4,162
New +$378K ﹤0.01% 922
2020
Q2 		– Sell
-23,180
Closed -$1.17M – 404
2020
Q1 		$1.17M Buy
23,180
+1,646
+8% +$112K 0.11% 138
2019
Q4 		$1.67M Buy
+21,534
New +$1.62M 0.2% 103
2016
Q4 		– Sell
-4,192
Closed -$275K – 259
2016
Q3 		$275K Buy
4,192
+15
+0.4% +$975 0.08% 191
2016
Q2 		$265K Sell
4,177
-194
-4% -$12.3K 0.08% 198
2016
Q1 		$265K Hold
4,371
– – 0.08% 179
2015
Q4 		$247K Buy
4,371
+255
+6% +$14.7K 0.08% 196
2015
Q3 		$225K Sell
4,116
-628
-13% -$34.5K 0.08% 186
2015
Q2 		$281K Hold
4,744
– – 0.09% 166
2015
Q1 		$284K Sell
4,744
-1,012
-18% -$62.8K 0.1% 168
2014
Q4 		$407K Hold
5,756
– – 0.15% 111
2014
Q3 		$424K Hold
5,756
– – 0.18% 99
2014
Q2 		$424K Sell
5,756
-44
-0.8% -$3.07K 0.18% 95
2014
Q1 		$389K Hold
5,800
– – 0.18% 101
2013
Q4 		$387K Sell
5,800
-200
-3% -$13.6K 0.19% 90
2013
Q3 		$401K Hold
6,000
– – 0.22% 72
2013
Q2 		$348K Buy
+6,000
New +$364K 0.2% 84

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Savant Capital's BMO Position: Q2 2026 in Review

Savant Capital increased its Bank of Montreal (BMO) stake by 6.6% in Q2 2026, buying an estimated $71K and bringing the position to 7,333 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Savant Capital first reported a position in BMO in Q2 2013 and has held it in 25 quarters since. The position peaked at $1.67M in Q4 2019. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Savant Capital held 7,333 shares of Bank of Montreal worth $1.3M as of Q2 2026.
  • Savant Capital bought 452 Bank of Montreal shares in Q2 2026, an estimated $71K.
  • Bank of Montreal made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #771 holding.
  • Savant Capital first reported a position in Bank of Montreal in Q2 2013 and has held it in 25 quarters since.
  • Savant Capital's Bank of Montreal position peaked at $1.67M in Q4 2019.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.