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Tacita Capital’s Bank of Montreal BMO Stock Holding History

Tacita 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 		$1.52M Sell
8,605
-32
-0.4% -$5.03K 0.82% 34
2026
Q1 		$1.17M Sell
8,637
-19
-0.2% -$2.64K 0.69% 39
2025
Q4 		$1.12M Buy
8,656
+289
+3% +$36.6K 0.65% 39
2025
Q3 		$1.09M Buy
8,367
+2,630
+46% +$311K 0.66% 38
2025
Q2 		$636K Hold
5,737
– – 0.41% 50
2025
Q1 		$548K Buy
5,737
+5,000
+678% +$495K 0.39% 50
2024
Q4 		$71.4K Hold
737
– – 0.05% 113
2024
Q3 		$66.6K Hold
737
– – 0.04% 133
2024
Q2 		$61.8K Sell
737
-479
-39% -$43.5K 0.04% 133
2024
Q1 		$119K Sell
1,216
-815
-40% -$76.9K 0.08% 100
2023
Q4 		$202K Buy
2,031
+36
+2% +$3K 0.15% 85
2023
Q3 		$169K Sell
1,995
-3,920
-66% -$345K 0.13% 86
2023
Q2 		$535K Sell
5,915
-3,000
-34% -$265K 0.39% 53
2023
Q1 		$793K Hold
8,915
– – 0.6% 41
2022
Q4 		$808K Sell
8,915
-620
-7% -$57.4K 0.61% 42
2022
Q3 		$842K Hold
9,535
– – 0.65% 36
2022
Q2 		$917K Sell
9,535
-5,960
-38% -$633K 0.63% 36
2022
Q1 		$1.82M Hold
15,495
– – 1.06% 34
2021
Q4 		$1.67M Sell
15,495
-755
-5% -$81.4K 0.95% 34
2021
Q3 		$1.61M Sell
16,250
-1,961
-11% -$197K 0.99% 33
2021
Q2 		$1.86M Buy
18,211
+6,670
+58% +$658K 1.12% 32
2021
Q1 		$1.03M Buy
11,541
+234
+2% +$19.1K 0.67% 36
2020
Q4 		$858K Buy
+11,307
New +$774K 0.56% 38

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

Tacita Capital's BMO Position: Q2 2026 in Review

Tacita Capital reduced its Bank of Montreal (BMO) stake by 0.37% in Q2 2026, selling an estimated $5.03K and leaving 8,605 shares worth $1.52M. The position accounts for 0.82% of the portfolio, ranked #34.

Tacita Capital first reported a position in BMO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.86M in Q2 2021. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Tacita Capital held 8,605 shares of Bank of Montreal worth $1.52M as of Q2 2026.
  • Tacita Capital sold 32 Bank of Montreal shares in Q2 2026, an estimated $5.03K.
  • Bank of Montreal made up 0.82% of Tacita Capital's portfolio in Q2 2026, its #34 holding.
  • Tacita Capital first reported a position in Bank of Montreal in Q4 2020 and has held it in 23 quarters since.
  • Tacita Capital's Bank of Montreal position peaked at $1.86M in Q2 2021.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Tacita Capital's 13F filing for Q2 2026, filed 10 Aug 2026.