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Summit Global Investments’s Bank of Montreal BMO Stock Holding History

Summit Global Investments’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 		$536K Buy
+3,035
New +$477K 0.03% 324
2023
Q1 		– Sell
-25,524
Closed -$2.31M – 510
2022
Q4 		$2.31M Sell
25,524
-109
-0.4% -$10.1K 0.2% 123
2022
Q3 		$2.25M Sell
25,633
-2,664
-9% -$258K 0.21% 118
2022
Q2 		$2.72M Buy
28,297
+16,005
+130% +$1.7M 0.24% 100
2022
Q1 		$1.45M Sell
12,292
-427
-3% -$49.5K 0.11% 184
2021
Q4 		$1.37M Buy
12,719
+889
+8% +$95.8K 0.09% 198
2021
Q3 		$1.18M Buy
11,830
+6,559
+124% +$660K 0.09% 183
2021
Q2 		$541K Buy
+5,271
New +$520K 0.03% 345
2019
Q4 		– Sell
-9,775
Closed -$721K – 270
2019
Q3 		$721K Buy
9,775
+955
+11% +$69.6K 0.08% 235
2019
Q2 		$665K Buy
8,820
+515
+6% +$39.4K 0.08% 236
2019
Q1 		$621K Sell
8,305
-2,397
-22% -$177K 0.08% 241
2018
Q4 		$699K Sell
10,702
-398
-4% -$29.5K 0.11% 142
2018
Q3 		$916K Buy
11,100
+1,570
+16% +$126K 0.12% 126
2018
Q2 		$736K Hold
9,530
– – 0.11% 128
2018
Q1 		$720K Sell
9,530
-930
-9% -$73.2K 0.11% 111
2017
Q4 		$837K Hold
10,460
– – 0.13% 100
2017
Q3 		$792K Buy
10,460
+1,140
+12% +$85K 0.12% 104
2017
Q2 		$684K Buy
+9,320
New +$660K 0.2% 71

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

Summit Global Investments's BMO Position: Q2 2026 in Review

Summit Global Investments opened a new position in Bank of Montreal (BMO) in Q2 2026: 3,035 shares worth $536K. The stake represents 0.03% of the portfolio and ranks #324 among its holdings. This is a return to the name: Summit Global Investments previously reported a position in BMO as recently as Q4 2022.

Summit Global Investments first reported a position in BMO in Q2 2017 and has held it in 18 quarters since. The position peaked at $2.72M in Q2 2022. 658 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Summit Global Investments held 3,035 shares of Bank of Montreal worth $536K as of Q2 2026.
  • Bank of Montreal was a new Summit Global Investments position in Q2 2026.
  • Bank of Montreal made up 0.03% of Summit Global Investments's portfolio in Q2 2026, its #324 holding.
  • Summit Global Investments first reported a position in Bank of Montreal in Q2 2017 and has held it in 18 quarters since.
  • Summit Global Investments's Bank of Montreal position peaked at $2.72M in Q2 2022.
  • 658 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.