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Swiss Life Asset Management’s Bank of Montreal BMO Stock Holding History

Swiss Life Asset 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 		$25.4M Buy
144,235
+21,680
+18% +$3.41M 0.11% 155
2026
Q1 		$16.6M Buy
122,555
+11,760
+11% +$1.63M 0.08% 195
2025
Q4 		$14.4M Buy
110,795
+10,921
+11% +$1.38M 0.07% 208
2025
Q3 		$13M Buy
99,874
+14,494
+17% +$1.72M 0.07% 222
2025
Q2 		$9.46M Sell
85,380
-1,804
-2% -$182K 0.06% 246
2025
Q1 		$8.33M Buy
87,184
+21,487
+33% +$2.13M 0.06% 241
2024
Q4 		$6.36M Buy
65,697
+58,449
+806% +$5.52M 0.05% 275
2024
Q3 		$654K Buy
+7,248
New +$618K 0.01% 491
2024
Q1 		– Sell
-3,976
Closed -$400K – 546
2023
Q4 		$400K Buy
3,976
+290
+8% +$24.2K ﹤0.01% 598
2023
Q3 		$312K Hold
3,686
– – ﹤0.01% 599
2023
Q2 		$334K Buy
3,686
+513
+16% +$45.3K ﹤0.01% 583
2023
Q1 		$282K Sell
3,173
-20,949
-87% -$1.99M ﹤0.01% 588
2022
Q4 		$2.18M Buy
+24,122
New +$2.23M 0.04% 418
2022
Q2 		– Sell
-14,930
Closed -$1.76M – 641
2022
Q1 		$1.76M Buy
14,930
+11,559
+343% +$1.34M 0.02% 430
2021
Q4 		$364K Sell
3,371
-319
-9% -$34.4K ﹤0.01% 525
2021
Q3 		$368K Buy
+3,690
New +$371K 0.01% 522
2017
Q1 		– Sell
-40,619
Closed -$2.92M – 457
2016
Q4 		$2.92M Buy
40,619
+32,200
+382% +$2.15M 0.1% 133
2016
Q3 		$550K Buy
+8,419
New +$547K 0.02% 340

Other funds holding BMO

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Swiss Life Asset Management's BMO Position: Q2 2026 in Review

Swiss Life Asset Management increased its Bank of Montreal (BMO) stake by 18% in Q2 2026, buying an estimated $3.41M and bringing the position to 144,235 shares worth $25.4M. The position accounts for 0.11% of the portfolio, ranked #155.

Swiss Life Asset Management first reported a position in BMO in Q3 2016 and has held it in 18 quarters since. 468 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Swiss Life Asset Management held 144,235 shares of Bank of Montreal worth $25.4M as of Q2 2026.
  • Swiss Life Asset Management bought 21,680 Bank of Montreal shares in Q2 2026, an estimated $3.41M.
  • Bank of Montreal made up 0.11% of Swiss Life Asset Management's portfolio in Q2 2026, its #155 holding.
  • Swiss Life Asset Management first reported a position in Bank of Montreal in Q3 2016 and has held it in 18 quarters since.
  • 468 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.