Thrivent Financial for Lutherans’s Bank of Montreal BMO Stock Holding History

Thrivent Financial for Lutherans’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	$6.45M	Buy	47,753 +45,520	+2,039%	+$6.32M	0.01%	805
2025 Q4	$291K	Sell	2,233 -16	-0.7%	-$2.03K	﹤0.01%	2433
2025 Q3	$293K	Sell	2,249 -124	-5%	-$14.7K	﹤0.01%	2241
2025 Q2	$259K	Sell	2,373 -1,672	-41%	-$169K	﹤0.01%	2339
2025 Q1	$380K	Hold	4,045	–	–	﹤0.01%	2162
2024 Q4	$380K	Buy	4,045 +378	+10%	+$35.7K	﹤0.01%	2343
2024 Q3	$331K	Buy	3,667 +209	+6%	+$17.8K	﹤0.01%	2366
2024 Q2	$290K	Buy	+3,458	New	+$314K	﹤0.01%	2407
2024 Q1	–	Sell	-3,265	Closed	-$323K	–	2518
2023 Q4	$323K	Buy	+3,265	New	+$273K	﹤0.01%	2339
2017 Q4	–	Sell	-439	Closed	-$33K	–	2048
2017 Q3	$33K	Buy	+439	New	+$32.7K	﹤0.01%	2019

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Thrivent Financial for Lutherans's BMO Position: Q1 2026 in Review

Thrivent Financial for Lutherans increased its Bank of Montreal (BMO) stake by 2,039% in Q1 2026, buying an estimated $6.32M and bringing the position to 47,753 shares worth $6.45M. The position accounts for 0.01% of the portfolio, ranked #805.

Thrivent Financial for Lutherans first reported a position in BMO in Q3 2017 and has held it in 10 quarters since. 635 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Thrivent Financial for Lutherans held 47,753 shares of Bank of Montreal worth $6.45M as of Q1 2026.
Thrivent Financial for Lutherans bought 45,520 Bank of Montreal shares in Q1 2026, an estimated $6.32M.
Bank of Montreal made up 0.01% of Thrivent Financial for Lutherans's portfolio in Q1 2026, its #805 holding.
Thrivent Financial for Lutherans first reported a position in Bank of Montreal in Q3 2017 and has held it in 10 quarters since.
635 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.