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TD Waterhouse Canada’s Bank of Montreal BMO Stock Holding History

TD Waterhouse Canada’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 		$1.13B Buy
6,350,903
+123,387
+2% +$19.4M 2.97% 4
2026
Q1 		$849M Buy
6,227,516
+3,910,927
+169% +$543M 2.52% 5
2025
Q4 		$301M Sell
2,316,589
-60,308
-3% -$7.64M 1.87% 9
2025
Q3 		$308M Buy
2,376,897
+94,377
+4% +$11.2M 2.01% 7
2025
Q2 		$254M Sell
2,282,520
-62,549
-3% -$6.3M 1.82% 8
2025
Q1 		$224M Sell
2,345,069
-308,191
-12% -$30.5M 1.83% 8
2024
Q4 		$257M Buy
2,653,260
+176,715
+7% +$16.7M 2.07% 6
2024
Q3 		$229M Buy
2,476,545
+160,607
+7% +$13.7M 1.86% 6
2024
Q2 		$195M Buy
2,315,938
+44,154
+2% +$4.01M 1.75% 7
2024
Q1 		$296M Buy
+2,271,784
New +$214M 2.22% 6

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

TD Waterhouse Canada's BMO Position: Q2 2026 in Review

TD Waterhouse Canada increased its Bank of Montreal (BMO) stake by 2% in Q2 2026, buying an estimated $19.4M and bringing the position to 6,350,903 shares worth $1.13B. The position accounts for 2.97% of the portfolio, ranked #4.

TD Waterhouse Canada first reported a position in BMO in Q1 2024 and has held it in 10 quarters since. 656 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • TD Waterhouse Canada held 6,350,903 shares of Bank of Montreal worth $1.13B as of Q2 2026.
  • TD Waterhouse Canada bought 123,387 Bank of Montreal shares in Q2 2026, an estimated $19.4M.
  • Bank of Montreal made up 2.97% of TD Waterhouse Canada's portfolio in Q2 2026, its #4 holding.
  • TD Waterhouse Canada first reported a position in Bank of Montreal in Q1 2024 and has held it in 10 quarters since.
  • 656 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.