Silver Lake Advisory’s Bank of Montreal BMO Stock Holding History

Silver Lake Advisory’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	$2.38M	Sell	17,606 -1,252	-7%	-$174K	0.95%	39
2025 Q4	$2.45M	Hold	18,858	–	–	0.95%	37
2025 Q3	$2.46M	Sell	18,858 -9,523	-34%	-$1.13M	0.98%	37
2025 Q2	$3.14M	Hold	28,381	–	–	1.34%	26
2025 Q1	$2.71M	Sell	28,381 -360	-1%	-$35.6K	1.18%	34
2024 Q4	$2.79M	Sell	28,741 -1,486	-5%	-$140K	1.23%	33
2024 Q3	$2.73M	Sell	30,227 -266	-0.9%	-$22.7K	1.12%	35
2024 Q2	$2.56M	Sell	30,493 -43	-0.1%	-$3.9K	1.15%	36
2024 Q1	$2.98M	Sell	30,536 -330	-1%	-$31.2K	1.33%	31
2023 Q4	$3.05M	Hold	30,866	–	–	1.71%	30
2023 Q3	$2.6M	Sell	30,866 -550	-2%	-$48.3K	1.61%	30
2023 Q2	$2.84M	Hold	31,416	–	–	1.52%	30
2023 Q1	$2.8M	Buy	31,416 +355	+1%	+$33.7K	1.55%	30
2022 Q4	$2.81M	Hold	31,061	–	–	1.72%	30
2022 Q3	$2.72M	Hold	31,061	–	–	1.59%	29
2022 Q2	$2.99M	Hold	31,061	–	–	1.63%	27
2022 Q1	$3.66M	Sell	31,061 -410	-1%	-$47.5K	1.74%	27
2021 Q4	$3.39M	Sell	31,471 -227	-0.7%	-$24.5K	1.57%	28
2021 Q3	$3.16M	Sell	31,698 -790	-2%	-$79.5K	1.56%	30
2021 Q2	$3.22M	Sell	32,488 -367	-1%	-$36.2K	1.54%	28
2021 Q1	$2.93M	Sell	32,855 -243	-0.7%	-$19.8K	1.49%	30
2020 Q4	$2.52M	Sell	33,098 -1,720	-5%	-$118K	1.38%	31
2020 Q3	$2.03M	Sell	34,818 -300	-0.9%	-$17.4K	1.25%	34
2020 Q2	$1.86M	Sell	35,118 -650	-2%	-$33.1K	1.19%	39
2020 Q1	$1.8M	Sell	35,768 -83	-0.2%	-$5.63K	1.32%	35
2019 Q4	$2.78M	Sell	35,851 -595	-2%	-$44.8K	1.68%	27
2019 Q3	$2.69M	Sell	36,446 -50	-0.1%	-$3.64K	1.74%	27
2019 Q2	$2.75M	Buy	36,496 +25	+0.1%	+$1.91K	1.82%	23
2019 Q1	$2.73M	Sell	36,471 -93	-0.3%	-$6.88K	1.84%	23
2018 Q4	$2.39M	Buy	36,564 +535	+1%	+$39.7K	1.77%	25
2018 Q3	$2.97M	Buy	36,029 +215	+0.6%	+$17.3K	1.81%	19
2018 Q2	$2.63M	Buy	35,814 +640	+2%	+$49.3K	2.1%	18
2018 Q1	$2.66M	Sell	35,174 -395	-1%	-$31.1K	1.97%	20
2017 Q4	$2.85M	Sell	35,569 -245	-0.7%	-$19.1K	2.03%	17
2017 Q3	$2.71M	Sell	35,814 -420	-1%	-$31.3K	2.07%	19
2017 Q2	$2.66M	Buy	36,234 +740	+2%	+$52.4K	1.97%	19
2017 Q1	$2.65M	Hold	35,494	–	–	2%	16
2016 Q4	$2.55M	Sell	35,494 -140	-0.4%	-$9.34K	1.97%	17
2016 Q3	$2.34M	Buy	35,634 +79	+0.2%	+$5.13K	1.74%	24
2016 Q2	$2.25M	Hold	35,555	–	–	1.68%	28
2016 Q1	$2.16M	Buy	35,555 +17,055	+92%	+$934K	1.84%	24
2015 Q4	$1.04M	Buy	18,500 +465	+3%	+$26.7K	0.93%	39
2015 Q3	$984K	Buy	+18,035	New	+$991K	0.89%	43

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

Silver Lake Advisory's BMO Position: Q1 2026 in Review

Silver Lake Advisory reduced its Bank of Montreal (BMO) stake by 6.6% in Q1 2026, selling an estimated $174K and leaving 17,606 shares worth $2.38M. The position accounts for 0.95% of the portfolio, ranked #39.

Silver Lake Advisory first reported a position in BMO in Q3 2015 and has held it in 43 quarters since. The position peaked at $3.66M in Q1 2022. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Silver Lake Advisory held 17,606 shares of Bank of Montreal worth $2.38M as of Q1 2026.
Silver Lake Advisory sold 1,252 Bank of Montreal shares in Q1 2026, an estimated $174K.
Bank of Montreal made up 0.95% of Silver Lake Advisory's portfolio in Q1 2026, its #39 holding.
Silver Lake Advisory first reported a position in Bank of Montreal in Q3 2015 and has held it in 43 quarters since.
Silver Lake Advisory's Bank of Montreal position peaked at $3.66M in Q1 2022.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Silver Lake Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.