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Stephens Inc’s Bank of Montreal BMO Stock Holding History

Stephens Inc’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 		$290K Sell
2,143
-53
-2% -$7.36K ﹤0.01% 1057
2025
Q4 		$285K Sell
2,196
-672
-23% -$85.1K ﹤0.01% 1062
2025
Q3 		$374K Sell
2,868
-196
-6% -$23.2K ﹤0.01% 951
2025
Q2 		$339K Sell
3,064
-92
-3% -$9.27K ﹤0.01% 971
2025
Q1 		$301K Sell
3,156
-140
-4% -$13.8K ﹤0.01% 990
2024
Q4 		$320K Buy
+3,296
New +$312K ﹤0.01% 990
2018
Q3 		– Sell
-3,180
Closed -$246K – 1160
2018
Q2 		$246K Sell
3,180
-10,398
-77% -$801K 0.01% 759
2018
Q1 		$1.03M Buy
13,578
+432
+3% +$34K 0.04% 390
2017
Q4 		$1.05M Buy
13,146
+61
+0.5% +$4.76K 0.04% 362
2017
Q3 		$991K Buy
13,085
+396
+3% +$29.5K 0.04% 384
2017
Q2 		$932K Buy
12,689
+2,200
+21% +$156K 0.03% 450
2017
Q1 		$784K Sell
10,489
-1,136
-10% -$85.8K 0.03% 469
2016
Q4 		$836K Buy
11,625
+952
+9% +$63.5K 0.03% 400
2016
Q3 		$700K Buy
10,673
+190
+2% +$12.3K 0.03% 434
2016
Q2 		$665K Buy
10,483
+1,222
+13% +$77.5K 0.03% 443
2016
Q1 		$562K Buy
9,261
+339
+4% +$18.6K 0.03% 441
2015
Q4 		$503K Buy
8,922
+403
+5% +$23.2K 0.03% 448
2015
Q3 		$465K Buy
8,519
+235
+3% +$12.9K 0.02% 468
2015
Q2 		$491K Buy
8,284
+204
+3% +$12.8K 0.02% 502
2015
Q1 		$485K Buy
8,080
+1,192
+17% +$73.9K 0.02% 507
2014
Q4 		$487K Buy
6,888
+510
+8% +$36.5K 0.02% 504
2014
Q3 		$470K Buy
+6,378
New +$480K 0.02% 496

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stephens Inc's BMO Position: Q1 2026 in Review

Stephens Inc reduced its Bank of Montreal (BMO) stake by 2.4% in Q1 2026, selling an estimated $7.36K and leaving 2,143 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

Stephens Inc first reported a position in BMO in Q3 2014 and has held it in 22 quarters since. The position peaked at $1.05M in Q4 2017. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Stephens Inc held 2,143 shares of Bank of Montreal worth $290K as of Q1 2026.
  • Stephens Inc sold 53 Bank of Montreal shares in Q1 2026, an estimated $7.36K.
  • Bank of Montreal made up ﹤0.01% of Stephens Inc's portfolio in Q1 2026, its #1057 holding.
  • Stephens Inc first reported a position in Bank of Montreal in Q3 2014 and has held it in 22 quarters since.
  • Stephens Inc's Bank of Montreal position peaked at $1.05M in Q4 2017.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.