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Syon Capital’s Bank of Montreal BMO Stock Holding History

Syon Capital’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 		$1.43M Buy
8,098
+226
+3% +$35.5K 0.06% 236
2026
Q1 		$1.07M Buy
7,872
+77
+1% +$10.7K 0.05% 284
2025
Q4 		$1.01M Buy
7,795
+747
+11% +$94.6K 0.05% 302
2025
Q3 		$918K Buy
7,048
+19
+0.3% +$2.25K 0.05% 287
2025
Q2 		$778K Buy
7,029
+192
+3% +$19.3K 0.05% 261
2025
Q1 		$653K Buy
6,837
+359
+6% +$35.5K 0.05% 259
2024
Q4 		$629K Buy
6,478
+567
+10% +$53.6K 0.06% 235
2024
Q3 		$533K Sell
5,911
-1,022
-15% -$87.2K 0.05% 263
2024
Q2 		$581K Buy
6,933
+544
+9% +$49.4K 0.05% 234
2024
Q1 		$624K Buy
6,389
+120
+2% +$11.3K 0.06% 234
2023
Q4 		$620K Buy
6,269
+892
+17% +$74.5K 0.06% 216
2023
Q3 		$454K Buy
+5,377
New +$473K 0.06% 198

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

Syon Capital's BMO Position: Q2 2026 in Review

Syon Capital increased its Bank of Montreal (BMO) stake by 2.9% in Q2 2026, buying an estimated $35.5K and bringing the position to 8,098 shares worth $1.43M. The position accounts for 0.06% of the portfolio, ranked #236.

Syon Capital first reported a position in BMO in Q3 2023 and has held it in 12 quarters since. 658 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Syon Capital held 8,098 shares of Bank of Montreal worth $1.43M as of Q2 2026.
  • Syon Capital bought 226 Bank of Montreal shares in Q2 2026, an estimated $35.5K.
  • Bank of Montreal made up 0.06% of Syon Capital's portfolio in Q2 2026, its #236 holding.
  • Syon Capital first reported a position in Bank of Montreal in Q3 2023 and has held it in 12 quarters since.
  • 658 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.