SNS Financial Group’s Bank of Montreal BMO Stock Holding History

SNS Financial Group’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	$277K	Buy	2,048 +16	+0.8%	+$2.22K	0.02%	179
2025 Q4	$264K	Sell	2,032 -31	-2%	-$3.92K	0.02%	183
2025 Q3	$269K	Hold	2,063	–	–	0.02%	177
2025 Q2	$228K	Buy	+2,063	New	+$208K	0.02%	182
2025 Q1	–	Sell	-2,065	Closed	-$200K	–	191
2024 Q4	$200K	Buy	+2,065	New	+$195K	0.02%	187
2024 Q2	–	Sell	-2,064	Closed	-$202K	–	189
2024 Q1	$202K	Buy	2,064 +7	+0.3%	+$661	0.02%	185
2023 Q4	$204K	Buy	+2,057	New	+$172K	0.02%	177
2022 Q2	–	Sell	-2,025	Closed	-$239K	–	203
2022 Q1	$239K	Hold	2,025	–	–	0.03%	178
2021 Q4	$218K	Hold	2,025	–	–	0.02%	210
2021 Q3	$202K	Hold	2,025	–	–	0.02%	200
2021 Q2	$208K	Buy	+2,025	New	+$200K	0.03%	197

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

SNS Financial Group's BMO Position: Q1 2026 in Review

SNS Financial Group increased its Bank of Montreal (BMO) stake by 0.79% in Q1 2026, buying an estimated $2.22K and bringing the position to 2,048 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #179.

SNS Financial Group first reported a position in BMO in Q2 2021 and has held it in 11 quarters since. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

SNS Financial Group held 2,048 shares of Bank of Montreal worth $277K as of Q1 2026.
SNS Financial Group bought 16 Bank of Montreal shares in Q1 2026, an estimated $2.22K.
Bank of Montreal made up 0.02% of SNS Financial Group's portfolio in Q1 2026, its #179 holding.
SNS Financial Group first reported a position in Bank of Montreal in Q2 2021 and has held it in 11 quarters since.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.