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Summerhill Capital Management’s Bank of Montreal BMO Stock Holding History

Summerhill Capital 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 		– Sell
-2,907
Closed -$393K – 21
2026
Q1 		$393K Buy
+2,907
New +$404K 0.34% 29

Other funds holding BMO

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Summerhill Capital Management's BMO Position: Q2 2026 in Review

Summerhill Capital Management sold out of Bank of Montreal (BMO) in Q2 2026, closing a stake of 2,907 shares — an estimated $393K sold.

Summerhill Capital Management first reported a position in BMO in Q1 2026 and held it in 1 quarter. The position peaked at $393K in Q1 2026. 298 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Summerhill Capital Management reported no remaining Bank of Montreal position as of Q2 2026 after selling out during the quarter.
  • Summerhill Capital Management sold 2,907 Bank of Montreal shares in Q2 2026, an estimated $393K.
  • Summerhill Capital Management first reported a position in Bank of Montreal in Q1 2026 and held it in 1 quarter.
  • Summerhill Capital Management's Bank of Montreal position peaked at $393K in Q1 2026.
  • 298 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Summerhill Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.