SS
BMO icon

Sunbelt Securities’s Bank of Montreal BMO Stock Holding History

Sunbelt Securities’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 		$43.8K Buy
324
+1
+0.3% +$139 ﹤0.01% 1054
2025
Q4 		$42K Hold
323
– – ﹤0.01% 1035
2025
Q3 		$42.1K Buy
+323
New +$38.2K ﹤0.01% 1045

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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sunbelt Securities's BMO Position: Q1 2026 in Review

Sunbelt Securities increased its Bank of Montreal (BMO) stake by 0.31% in Q1 2026, buying an estimated $139 and bringing the position to 324 shares worth $43.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

Sunbelt Securities first reported a position in BMO in Q3 2025 and has held it in 3 quarters since. 637 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Sunbelt Securities held 324 shares of Bank of Montreal worth $43.8K as of Q1 2026.
  • Sunbelt Securities bought 1 Bank of Montreal share in Q1 2026, an estimated $139.
  • Bank of Montreal made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1054 holding.
  • Sunbelt Securities first reported a position in Bank of Montreal in Q3 2025 and has held it in 3 quarters since.
  • 637 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.