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Steph & Co’s Bank of Montreal BMO Stock Holding History

Steph & Co’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
Q3 		$4.18K Hold
25
– – ﹤0.01% 272
2026
Q2 		$4.42K Hold
25
– – ﹤0.01% 276
2026
Q1 		$3.38K Hold
25
– – ﹤0.01% 295
2025
Q4 		$3.24K Hold
25
– – ﹤0.01% 301
2025
Q3 		$3.26K Hold
25
– – ﹤0.01% 310
2025
Q2 		$2.77K Buy
+25
New +$2.52K ﹤0.01% 294
2020
Q1 		– Sell
-4,010
Closed -$311K – 255
2019
Q4 		$311K Buy
+4,010
New +$302K 0.26% 52

Other funds holding BMO

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 18.34% 1-Year Est. Return
Kepler Cheuvreux
Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
CI
Canerector Inc Toronto, Ontario, Canada $218M AUM 27.41% 1-Year Est. Return

Steph & Co's BMO Position: Q3 2026 in Review

Steph & Co held its Bank of Montreal (BMO) position steady in Q3 2026 at 25 shares worth $4.18K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Steph & Co first reported a position in BMO in Q4 2019 and has held it in 7 quarters since. The position peaked at $311K in Q4 2019. 100 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

  • Steph & Co held 25 shares of Bank of Montreal worth $4.18K as of Q3 2026.
  • Steph & Co left its Bank of Montreal share count unchanged in Q3 2026.
  • Bank of Montreal made up ﹤0.01% of Steph & Co's portfolio in Q3 2026, its #272 holding.
  • Steph & Co first reported a position in Bank of Montreal in Q4 2019 and has held it in 7 quarters since.
  • Steph & Co's Bank of Montreal position peaked at $311K in Q4 2019.
  • 100 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.