State of Wisconsin Investment Board
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State of Wisconsin Investment Board’s Bank of Montreal BMO Stock Holding History

State of Wisconsin Investment Board’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 		$42.7M Sell
241,553
-6,800
-3% -$1.07M 0.09% 187
2026
Q1 		$33.5M Sell
248,353
-11,400
-4% -$1.58M 0.08% 225
2025
Q4 		$33.8M Buy
+259,753
New +$32.9M 0.08% 216
2023
Q4 		– Sell
-230,253
Closed -$19.5M – 2389
2023
Q3 		$19.5M Buy
230,253
+15,358
+7% +$1.35M 0.06% 304
2023
Q2 		$19.4M Sell
214,895
-110,891
-34% -$9.8M 0.05% 355
2023
Q1 		$29M Sell
325,786
-67,511
-17% -$6.41M 0.09% 230
2022
Q4 		$35.6M Sell
393,297
-42,732
-10% -$3.96M 0.11% 179
2022
Q3 		$38.4M Sell
436,029
-44,303
-9% -$4.28M 0.12% 167
2022
Q2 		$46.1M Buy
480,332
+56,924
+13% +$6.05M 0.12% 162
2022
Q1 		$49.9M Buy
423,408
+248,746
+142% +$28.8M 0.1% 195
2021
Q4 		$18.8M Sell
174,662
-14,296
-8% -$1.54M 0.04% 504
2021
Q3 		$18.9M Buy
188,958
+16,100
+9% +$1.62M 0.04% 490
2021
Q2 		$17.7M Sell
172,858
-11,671
-6% -$1.15M 0.04% 502
2021
Q1 		$16.4M Sell
184,529
-9,706
-5% -$792K 0.04% 510
2020
Q4 		$14.8M Sell
194,235
-30,800
-14% -$2.11M 0.03% 524
2020
Q3 		$13.1M Sell
225,035
-14,800
-6% -$857K 0.03% 524
2020
Q2 		$12.7M Sell
239,835
-23,000
-9% -$1.17M 0.04% 498
2020
Q1 		$13.1M Sell
262,835
-59,300
-18% -$4.02M 0.04% 422
2019
Q4 		$25M Buy
322,135
+88,888
+38% +$6.69M 0.06% 322
2019
Q3 		$17.2M Sell
233,247
-14,918
-6% -$1.09M 0.05% 404
2019
Q2 		$18.8M Sell
248,165
-151,485
-38% -$11.6M 0.05% 384
2019
Q1 		$29.9M Sell
399,650
-32,085
-7% -$2.37M 0.09% 250
2018
Q4 		$28.2M Sell
431,735
-125,438
-23% -$9.3M 0.09% 240
2018
Q3 		$45.9M Sell
557,173
-5,094
-0.9% -$410K 0.13% 159
2018
Q2 		$43.4M Buy
562,267
+48,734
+9% +$3.75M 0.12% 171
2018
Q1 		$38.8M Buy
513,533
+155,198
+43% +$12.2M 0.11% 188
2017
Q4 		$28.8M Sell
358,335
-20,600
-5% -$1.61M 0.08% 280
2017
Q3 		$28.6M Buy
378,935
+4,000
+1% +$298K 0.08% 267
2017
Q2 		$27.5M Sell
374,935
-18,100
-5% -$1.28M 0.09% 258
2017
Q1 		$29.3M Sell
393,035
-127,400
-24% -$9.62M 0.11% 203
2016
Q4 		$37.5M Sell
520,435
-19,402
-4% -$1.29M 0.16% 137
2016
Q3 		$35.3M Sell
539,837
-68,300
-11% -$4.44M 0.14% 160
2016
Q2 		$38.4M Sell
608,137
-29,200
-5% -$1.85M 0.15% 141
2016
Q1 		$38.9M Sell
637,337
-138,900
-18% -$7.61M 0.15% 152
2015
Q4 		$43.6M Sell
776,237
-107,800
-12% -$6.2M 0.17% 128
2015
Q3 		$48M Buy
884,037
+404,300
+84% +$22.2M 0.19% 115
2015
Q2 		$28.4M Buy
479,737
+175,000
+57% +$11M 0.1% 240
2015
Q1 		$18.3M Sell
304,737
-13,400
-4% -$831K 0.06% 368
2014
Q4 		$22.6M Sell
318,137
-16,500
-5% -$1.18M 0.08% 306
2014
Q3 		$24.7M Sell
334,637
-590,277
-64% -$44.4M 0.09% 272
2014
Q2 		$68.2M Buy
924,914
+183,200
+25% +$12.8M 0.25% 83
2014
Q1 		$49.7M Buy
741,714
+98,700
+15% +$6.41M 0.19% 112
2013
Q4 		$42.9M Sell
643,014
-121,300
-16% -$8.26M 0.16% 135
2013
Q3 		$51.1M Buy
764,314
+46,100
+6% +$2.89M 0.21% 102
2013
Q2 		$41.5M Buy
+718,214
New +$43.5M 0.17% 123

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

State of Wisconsin Investment Board's BMO Position: Q2 2026 in Review

State of Wisconsin Investment Board reduced its Bank of Montreal (BMO) stake by 2.7% in Q2 2026, selling an estimated $1.07M and leaving 241,553 shares worth $42.7M. The position accounts for 0.09% of the portfolio, ranked #187.

State of Wisconsin Investment Board first reported a position in BMO in Q2 2013 and has held it in 45 quarters since. The position peaked at $68.2M in Q2 2014. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • State of Wisconsin Investment Board held 241,553 shares of Bank of Montreal worth $42.7M as of Q2 2026.
  • State of Wisconsin Investment Board sold 6,800 Bank of Montreal shares in Q2 2026, an estimated $1.07M.
  • Bank of Montreal made up 0.09% of State of Wisconsin Investment Board's portfolio in Q2 2026, its #187 holding.
  • State of Wisconsin Investment Board first reported a position in Bank of Montreal in Q2 2013 and has held it in 45 quarters since.
  • State of Wisconsin Investment Board's Bank of Montreal position peaked at $68.2M in Q2 2014.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on State of Wisconsin Investment Board's 13F filing for Q2 2026, filed 14 Aug 2026.