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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
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 Sell
6,389
-6,149
-49% -$581K 0.06% 234
2023
Q4 		$1.24M Buy
12,538
+7,161
+133% +$598K 0.05% 222
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 $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Syon Capital's BMO Position: Q1 2026 in Review

Syon Capital increased its Bank of Montreal (BMO) stake by 0.99% in Q1 2026, buying an estimated $10.7K and bringing the position to 7,872 shares worth $1.07M. The position accounts for 0.05% of the portfolio, ranked #284.

Syon Capital first reported a position in BMO in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.24M in Q4 2023. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Syon Capital held 7,872 shares of Bank of Montreal worth $1.07M as of Q1 2026.
  • Syon Capital bought 77 Bank of Montreal shares in Q1 2026, an estimated $10.7K.
  • Bank of Montreal made up 0.05% of Syon Capital's portfolio in Q1 2026, its #284 holding.
  • Syon Capital first reported a position in Bank of Montreal in Q3 2023 and has held it in 11 quarters since.
  • Syon Capital's Bank of Montreal position peaked at $1.24M in Q4 2023.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.