Tompkins Financial’s Bank of Montreal BMO Stock Holding History

Tompkins Financial’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	$177K	Hold	1,000	–	–	0.01%	217
2026 Q1	$135K	Hold	1,000	–	–	0.01%	237
2025 Q4	$130K	Hold	1,000	–	–	0.01%	235
2025 Q3	$130K	Hold	1,000	–	–	0.01%	227
2025 Q2	$111K	Hold	1,000	–	–	0.01%	233
2025 Q1	$95.5K	Hold	1,000	–	–	0.01%	265
2024 Q4	$97K	Hold	1,000	–	–	0.01%	261
2024 Q3	$90.2K	Hold	1,000	–	–	0.01%	280
2024 Q2	$83.8K	Hold	1,000	–	–	0.01%	294
2024 Q1	$97.7K	Hold	1,000	–	–	0.01%	277
2023 Q4	$98.9K	Hold	1,000	–	–	0.01%	272
2023 Q3	$84.4K	Hold	1,000	–	–	0.01%	274
2023 Q2	$90.3K	Hold	1,000	–	–	0.01%	276
2023 Q1	$89.1K	Hold	1,000	–	–	0.01%	275
2022 Q4	$91K	Hold	1,000	–	–	0.01%	276
2022 Q3	$88K	Hold	1,000	–	–	0.01%	275
2022 Q2	$96K	Hold	1,000	–	–	0.02%	270
2022 Q1	$118K	Buy	+1,000	New	+$116K	0.02%	266

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Tompkins Financial's BMO Position: Q2 2026 in Review

Tompkins Financial held its Bank of Montreal (BMO) position steady in Q2 2026 at 1,000 shares worth $177K. The position accounts for 0.01% of the portfolio, ranked #217.

Tompkins Financial first reported a position in BMO in Q1 2022 and has held it in 18 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Tompkins Financial held 1,000 shares of Bank of Montreal worth $177K as of Q2 2026.
Tompkins Financial left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up 0.01% of Tompkins Financial's portfolio in Q2 2026, its #217 holding.
Tompkins Financial first reported a position in Bank of Montreal in Q1 2022 and has held it in 18 quarters since.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.