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TIAA-CREF Individual & Institutional Services’s Bank of Montreal BMO Stock Holding History

TIAA-CREF Individual & Institutional Services’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 		$1M Sell
5,671
-156
-3% -$24.5K ﹤0.01% 355
2026
Q1 		$789K Buy
+5,827
New +$810K ﹤0.01% 369

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

TIAA-CREF Individual & Institutional Services's BMO Position: Q2 2026 in Review

TIAA-CREF Individual & Institutional Services reduced its Bank of Montreal (BMO) stake by 2.7% in Q2 2026, selling an estimated $24.5K and leaving 5,671 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #355.

TIAA-CREF Individual & Institutional Services first reported a position in BMO in Q1 2026 and has held it in 2 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • TIAA-CREF Individual & Institutional Services held 5,671 shares of Bank of Montreal worth $1M as of Q2 2026.
  • TIAA-CREF Individual & Institutional Services sold 156 Bank of Montreal shares in Q2 2026, an estimated $24.5K.
  • Bank of Montreal made up ﹤0.01% of TIAA-CREF Individual & Institutional Services's portfolio in Q2 2026, its #355 holding.
  • TIAA-CREF Individual & Institutional Services first reported a position in Bank of Montreal in Q1 2026 and has held it in 2 quarters since.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on TIAA-CREF Individual & Institutional Services's 13F filing for Q2 2026, filed 10 Aug 2026.