SEI Investments’s Bank of Montreal BMO Stock Holding History

SEI Investments’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	$299K	Buy	1,691 +197	+13%	+$31K	﹤0.01%	2867
2026 Q1	$202K	Buy	+1,494	New	+$208K	﹤0.01%	2971
2025 Q4	–	Sell	-2,203	Closed	-$287K	–	3131
2025 Q3	$287K	Buy	+2,203	New	+$261K	﹤0.01%	2485
2024 Q4	–	Sell	-3,041	Closed	-$274K	–	2733
2024 Q3	$274K	Buy	+3,041	New	+$259K	﹤0.01%	2384
2020 Q3	–	Sell	-1,251,550	Closed	-$66.4M	–	2410
2020 Q2	$66.4M	Sell	1,251,550 -2,189	-0.2%	-$112K	0.21%	89
2020 Q1	$63M	Sell	1,253,739 -11,883	-0.9%	-$806K	0.23%	77
2019 Q4	$98.1M	Sell	1,265,622 -18,005	-1%	-$1.36M	0.29%	54
2019 Q3	$94.7M	Sell	1,283,627 -34,019	-3%	-$2.48M	0.24%	63
2019 Q2	$99.4M	Sell	1,317,646 -19,051	-1%	-$1.46M	0.32%	47
2019 Q1	$100M	Buy	1,336,697 +1,328,795	+16,816%	+$98.3M	0.34%	45
2018 Q4	$650K	Sell	7,902 -2	-0%	-$148	﹤0.01%	1682
2018 Q3	$652K	Buy	7,904 +6,986	+761%	+$562K	﹤0.01%	1594
2018 Q2	$71K	Buy	918 +278	+43%	+$21.4K	﹤0.01%	2393
2018 Q1	$48K	Sell	640 -37,811	-98%	-$2.97M	﹤0.01%	2364
2017 Q4	$3M	Buy	38,451 +36,436	+1,808%	+$2.84M	0.01%	1127
2017 Q3	$174K	Buy	2,015 +1,984	+6,400%	+$148K	﹤0.01%	1929
2017 Q2	$2K	Sell	31 -133	-81%	-$9.41K	﹤0.01%	2856
2017 Q1	$12K	Buy	+164	New	+$12.4K	﹤0.01%	2427
2016 Q4	–	Sell	-232	Closed	-$15K	–	2915
2016 Q3	$15K	Sell	232 -540	-70%	-$35.1K	﹤0.01%	2327
2016 Q2	$49K	Buy	772 +622	+415%	+$39.4K	﹤0.01%	1950
2016 Q1	$9K	Buy	+150	New	+$8.22K	﹤0.01%	2201

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

SEI Investments's BMO Position: Q2 2026 in Review

SEI Investments increased its Bank of Montreal (BMO) stake by 13% in Q2 2026, buying an estimated $31K and bringing the position to 1,691 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #2867.

SEI Investments first reported a position in BMO in Q1 2016 and has held it in 21 quarters since. The position peaked at $100M in Q1 2019. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

SEI Investments held 1,691 shares of Bank of Montreal worth $299K as of Q2 2026.
SEI Investments bought 197 Bank of Montreal shares in Q2 2026, an estimated $31K.
Bank of Montreal made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2867 holding.
SEI Investments first reported a position in Bank of Montreal in Q1 2016 and has held it in 21 quarters since.
SEI Investments's Bank of Montreal position peaked at $100M in Q1 2019.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.