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Scheer Rowlett & Associates Investment Management’s Bank of Montreal BMO Stock Holding History

Scheer Rowlett & Associates Investment 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
Q1 		$80.8M Buy
596,325
+131,698
+28% +$18.3M 5.81% 6
2025
Q4 		$60.3M Sell
464,627
-129,676
-22% -$16.4M 4.14% 8
2025
Q3 		$77.4M Sell
594,303
-13,398
-2% -$1.59M 4.62% 7
2025
Q2 		$67.4M Buy
607,701
+44,618
+8% +$4.5M 4.36% 6
2025
Q1 		$53.8M Buy
563,083
+206,159
+58% +$20.4M 3.98% 10
2024
Q4 		$34.6M Buy
356,924
+142,854
+67% +$13.5M 2.53% 19
2024
Q3 		$19.3M Buy
214,070
+8,493
+4% +$725K 1.35% 23
2024
Q2 		$17.3M Sell
205,577
-1,600
-0.8% -$145K 1.32% 23
2024
Q1 		$20.2M Sell
207,177
-429
-0.2% -$40.5K 1.5% 23
2023
Q4 		$20.5M Sell
207,606
-4,083
-2% -$341K 1.55% 23
2023
Q3 		$17.9M Sell
211,689
-3,521
-2% -$309K 1.51% 23
2023
Q2 		$19.4M Buy
215,210
+4,310
+2% +$381K 1.56% 24
2023
Q1 		$18.8M Sell
210,900
-1,576
-0.7% -$150K 1.56% 24
2022
Q4 		$19.2M Sell
212,476
-2,904
-1% -$269K 1.61% 24
2022
Q3 		$18.9M Sell
215,380
-7,186
-3% -$695K 1.7% 24
2022
Q2 		$21.4M Sell
222,566
-3,864
-2% -$411K 1.7% 25
2022
Q1 		$26.6M Sell
226,430
-5,410
-2% -$627K 1.75% 24
2021
Q4 		$25M Buy
231,840
+67,070
+41% +$7.23M 1.72% 23
2021
Q3 		$16.4M Buy
164,770
+2,040
+1% +$205K 1.17% 27
2021
Q2 		$16.7M Sell
162,730
-2,120
-1% -$209K 1.21% 25
2021
Q1 		$14.7M Buy
+164,850
New +$13.4M 1.13% 25
2019
Q2 		– Sell
-297,479
Closed -$22.3M – 27
2019
Q1 		$22.3M Sell
297,479
-39,567
-12% -$2.93M 1.55% 21
2018
Q4 		$22M Sell
337,046
-160,617
-32% -$11.9M 1.7% 20
2018
Q3 		$41M Sell
497,663
-451,137
-48% -$36.3M 2.61% 14
2018
Q2 		$73.3M Sell
948,800
-40,808
-4% -$3.14M 4.58% 7
2018
Q1 		$74.7M Sell
989,608
-3,493
-0.4% -$275K 4.77% 7
2017
Q4 		$79.7M Buy
993,101
+105,016
+12% +$8.19M 4.65% 7
2017
Q3 		$67.1M Buy
888,085
+243,422
+38% +$18.2M 3.99% 12
2017
Q2 		$47.3M Buy
+644,663
New +$45.6M 3.2% 14
2016
Q3 		– Sell
-758,510
Closed -$47.9M – 30
2016
Q2 		$47.9M Sell
758,510
-289,270
-28% -$18.3M 2.81% 17
2016
Q1 		$63.9M Buy
1,047,780
+75,650
+8% +$4.14M 3.58% 11
2015
Q4 		$54.6M Buy
972,130
+51,745
+6% +$2.98M 3.55% 12
2015
Q3 		$50M Buy
+920,385
New +$50.5M 3.08% 15

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Scheer Rowlett & Associates Investment Management's BMO Position: Q1 2026 in Review

Scheer Rowlett & Associates Investment Management increased its Bank of Montreal (BMO) stake by 28% in Q1 2026, buying an estimated $18.3M and bringing the position to 596,325 shares worth $80.8M. The position accounts for 5.81% of the portfolio, ranked #6.

Scheer Rowlett & Associates Investment Management first reported a position in BMO in Q3 2015 and has held it in 33 quarters since. 635 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Scheer Rowlett & Associates Investment Management held 596,325 shares of Bank of Montreal worth $80.8M as of Q1 2026.
  • Scheer Rowlett & Associates Investment Management bought 131,698 Bank of Montreal shares in Q1 2026, an estimated $18.3M.
  • Bank of Montreal made up 5.81% of Scheer Rowlett & Associates Investment Management's portfolio in Q1 2026, its #6 holding.
  • Scheer Rowlett & Associates Investment Management first reported a position in Bank of Montreal in Q3 2015 and has held it in 33 quarters since.
  • 635 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Scheer Rowlett & Associates Investment Management's 13F filing for Q1 2026, filed 11 May 2026.