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TI-Trust’s Bank of Montreal BMO Stock Holding History

TI-Trust’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 		$1.18M Hold
6,692
– – 0.64% 48
2026
Q1 		$906K Hold
6,692
– – 0.54% 57
2025
Q4 		$869K Hold
6,692
– – 0.54% 55
2025
Q3 		$872K Hold
6,692
– – 0.55% 53
2025
Q2 		$740K Hold
6,692
– – 0.5% 57
2025
Q1 		$639K Hold
6,692
– – 0.42% 64
2024
Q4 		$649K Hold
6,692
– – 0.44% 60
2024
Q3 		$604K Hold
6,692
– – 0.43% 70
2024
Q2 		$561K Hold
6,692
– – 0.43% 67
2024
Q1 		$654K Hold
6,692
– – 0.48% 53
2023
Q4 		$662K Hold
6,692
– – 0.58% 48
2023
Q3 		$565K Hold
6,692
– – 0.54% 53
2023
Q2 		$604K Hold
6,692
– – 0.56% 51
2023
Q1 		$596K Hold
6,692
– – 0.56% 54
2022
Q4 		$606K Hold
6,692
– – 0.58% 52
2022
Q3 		$586K Buy
6,692
+140
+2% +$13.5K 0.63% 47
2022
Q2 		$630K Buy
6,552
+352
+6% +$37.4K 0.65% 49
2022
Q1 		$731K Hold
6,200
– – 0.66% 46
2021
Q4 		$668K Buy
+6,200
New +$668K 0.6% 57
2019
Q4 		$481K Buy
+6,200
New +$467K 0.47% 64

Other funds holding BMO

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

TI-Trust's BMO Position: Q2 2026 in Review

TI-Trust held its Bank of Montreal (BMO) position steady in Q2 2026 at 6,692 shares worth $1.18M. The position accounts for 0.64% of the portfolio, ranked #48.

TI-Trust first reported a position in BMO in Q4 2019 and has held it in 20 quarters since. 222 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • TI-Trust held 6,692 shares of Bank of Montreal worth $1.18M as of Q2 2026.
  • TI-Trust left its Bank of Montreal share count unchanged in Q2 2026.
  • Bank of Montreal made up 0.64% of TI-Trust's portfolio in Q2 2026, its #48 holding.
  • TI-Trust first reported a position in Bank of Montreal in Q4 2019 and has held it in 20 quarters since.
  • 222 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on TI-Trust's 13F filing for Q2 2026, filed 23 Jul 2026.