State of Wyoming’s Bank of Montreal BMO Stock Holding History

State of Wyoming’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	$1.17M	Buy	+8,640	New	+$1.2M	0.14%	65
2025 Q3	–	Sell	-12,233	Closed	-$1.35M	–	1848
2025 Q2	$1.35M	Sell	12,233 -2,021	-14%	-$204K	0.17%	53
2025 Q1	$1.36M	Buy	14,254 +10,029	+237%	+$992K	0.18%	44
2024 Q4	$410K	Buy	+4,225	New	+$399K	0.05%	362
2024 Q3	–	Sell	-2,400	Closed	-$201K	–	1704
2024 Q2	$201K	Buy	+2,400	New	+$218K	0.03%	553
2024 Q1	–	Sell	-1,088	Closed	-$108K	–	1630
2023 Q4	$108K	Buy	+1,088	New	+$90.8K	0.02%	932
2023 Q2	–	Sell	-1,164	Closed	-$104K	–	1572
2023 Q1	$104K	Buy	+1,164	New	+$110K	0.03%	762
2022 Q3	–	Sell	-1,145	Closed	-$110K	–	1559
2022 Q2	$110K	Buy	1,145 +23	+2%	+$2.44K	0.07%	435
2022 Q1	$132K	Buy	1,122 +480	+75%	+$55.6K	0.07%	407
2021 Q4	$69K	Sell	642 -702	-52%	-$75.6K	0.03%	903
2021 Q3	$134K	Buy	1,344 +742	+123%	+$74.7K	0.09%	303
2021 Q2	$62K	Buy	+602	New	+$59.4K	0.04%	660

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 $115B AUM 41.58% 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

State of Wyoming's BMO Position: Q1 2026 in Review

State of Wyoming opened a new position in Bank of Montreal (BMO) in Q1 2026: 8,640 shares worth $1.17M. The stake represents 0.14% of the portfolio and ranks #65 among its holdings. This is a return to the name: State of Wyoming previously reported a position in BMO as recently as Q2 2025.

State of Wyoming first reported a position in BMO in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.36M in Q1 2025. 635 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

State of Wyoming held 8,640 shares of Bank of Montreal worth $1.17M as of Q1 2026.
Bank of Montreal was a new State of Wyoming position in Q1 2026.
Bank of Montreal made up 0.14% of State of Wyoming's portfolio in Q1 2026, its #65 holding.
State of Wyoming first reported a position in Bank of Montreal in Q2 2021 and has held it in 12 quarters since.
State of Wyoming's Bank of Montreal position peaked at $1.36M in Q1 2025.
635 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on State of Wyoming's 13F filing for Q1 2026, filed 13 May 2026.