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Studio Investment Management’s Bank of Montreal BMO Stock Holding History

Studio Investment Management’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 		$384K Hold
2,175
– – 0.07% 144
2026
Q1 		$294K Hold
2,175
– – 0.05% 153
2025
Q4 		$282K Buy
+2,175
New +$275K 0.05% 155
2025
Q2 		– Sell
-1,385
Closed -$132K – 183
2025
Q1 		$132K Sell
1,385
-103
-7% -$10.2K 0.03% 178
2024
Q4 		$144K Sell
1,488
-180
-11% -$17K 0.03% 169
2024
Q3 		$150K Hold
1,668
– – 0.03% 166
2024
Q2 		$140K Hold
1,668
– – 0.03% 161
2024
Q1 		$163K Sell
1,668
-15,350
-90% -$1.45M 0.04% 160
2023
Q4 		$1.68M Buy
17,018
+16,888
+12,991% +$1.41M 0.43% 61
2023
Q3 		$11K Buy
+130
New +$11.4K ﹤0.01% 208

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

Studio Investment Management's BMO Position: Q2 2026 in Review

Studio Investment Management held its Bank of Montreal (BMO) position steady in Q2 2026 at 2,175 shares worth $384K. The position accounts for 0.07% of the portfolio, ranked #144.

Studio Investment Management first reported a position in BMO in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.68M in Q4 2023. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Studio Investment Management held 2,175 shares of Bank of Montreal worth $384K as of Q2 2026.
  • Studio Investment Management left its Bank of Montreal share count unchanged in Q2 2026.
  • Bank of Montreal made up 0.07% of Studio Investment Management's portfolio in Q2 2026, its #144 holding.
  • Studio Investment Management first reported a position in Bank of Montreal in Q3 2023 and has held it in 10 quarters since.
  • Studio Investment Management's Bank of Montreal position peaked at $1.68M in Q4 2023.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.