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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
Q2 		$4.42K Hold
25
– – ﹤0.01% 276
2026
Q1 		$3.38K Hold
25
– – ﹤0.01% 295
2025
Q4 		$3.25K 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

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

Steph & Co's BMO Position: Q2 2026 in Review

Steph & Co held its Bank of Montreal (BMO) position steady in Q2 2026 at 25 shares worth $4.42K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Steph & Co first reported a position in BMO in Q4 2019 and has held it in 6 quarters since. The position peaked at $311K in Q4 2019. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Steph & Co held 25 shares of Bank of Montreal worth $4.42K as of Q2 2026.
  • Steph & Co left its Bank of Montreal share count unchanged in Q2 2026.
  • Bank of Montreal made up ﹤0.01% of Steph & Co's portfolio in Q2 2026, its #276 holding.
  • Steph & Co first reported a position in Bank of Montreal in Q4 2019 and has held it in 6 quarters since.
  • Steph & Co's Bank of Montreal position peaked at $311K in Q4 2019.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.