Susquehanna Fundamental Investments’s Bank of Montreal BMO Stock Holding History

Susquehanna Fundamental 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	$50.8M	Buy	287,700 +198,600	+223%	+$31.2M	0.96%	21
2026 Q1	$12.1M	Buy	89,100 +70,300	+374%	+$9.77M	0.45%	56
2025 Q4	$2.44M	Buy	+18,800	New	+$2.38M	0.08%	229
2023 Q3	–	Sell	-29,773	Closed	-$2.69M	–	388
2023 Q2	$2.69M	Buy	29,773 +369	+1%	+$32.6K	0.1%	214
2023 Q1	$2.62M	Sell	29,404 -33,143	-53%	-$3.14M	0.06%	319
2022 Q4	$5.67M	Sell	62,547 -10,300	-14%	-$953K	0.1%	266
2022 Q3	$6.38M	Buy	+72,847	New	+$7.04M	0.11%	258
2022 Q1	$5.03M	Buy	42,643 +10,600	+33%	+$1.23M	0.1%	287
2021 Q4	$3.45M	Sell	32,043 -18,300	-36%	-$1.97M	0.09%	281
2021 Q3	$5.03M	Buy	+50,343	New	+$5.07M	0.09%	293
2018 Q4	–	Sell	-2,772	Closed	-$229K	–	316
2018 Q3	$229K	Hold	2,772	–	–	0.04%	309
2018 Q2	$214K	Sell	2,772 -14,228	-84%	-$1.1M	0.03%	350
2018 Q1	$1.28M	Buy	+17,000	New	+$1.34M	0.15%	217

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Susquehanna Fundamental Investments's BMO Position: Q2 2026 in Review

Susquehanna Fundamental Investments increased its Bank of Montreal (BMO) stake by 223% in Q2 2026, buying an estimated $31.2M and bringing the position to 287,700 shares worth $50.8M. The position accounts for 0.96% of the portfolio, ranked #21.

Susquehanna Fundamental Investments first reported a position in BMO in Q1 2018 and has held it in 13 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Susquehanna Fundamental Investments held 287,700 shares of Bank of Montreal worth $50.8M as of Q2 2026.
Susquehanna Fundamental Investments bought 198,600 Bank of Montreal shares in Q2 2026, an estimated $31.2M.
Bank of Montreal made up 0.96% of Susquehanna Fundamental Investments's portfolio in Q2 2026, its #21 holding.
Susquehanna Fundamental Investments first reported a position in Bank of Montreal in Q1 2018 and has held it in 13 quarters since.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2026, filed 14 Aug 2026.