Towarzystwo Funduszy Inwestycyjnych PZU SA’s Bank of Montreal BMO Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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	$97.2K	Buy	552 +146	+36%	+$22.9K	0.03%	348
2026 Q1	$54.9K	Sell	406 -205	-34%	-$28.5K	0.02%	397
2025 Q4	$79.5K	Buy	611 +5	+0.8%	+$633	0.02%	329
2025 Q3	$79K	Buy	606 +6	+1%	+$710	0.02%	305
2025 Q2	$66.2K	Buy	600 +250	+71%	+$25.2K	0.02%	333
2025 Q1	$33.5K	Hold	350	–	–	0.01%	485
2024 Q4	$34K	Buy	350 +80	+30%	+$7.56K	0.01%	450
2024 Q3	$24.4K	Hold	270	–	–	0.01%	462
2024 Q2	$22.6K	Hold	270	–	–	0.01%	431
2024 Q1	$26.4K	Hold	270	–	–	0.01%	406
2023 Q4	$26.7K	Buy	+270	New	+$22.5K	0.01%	380
2021 Q3	$32.9K	Hold	331	–	–	0.04%	182
2021 Q2	$33.9K	Hold	331	–	–	0.04%	185
2021 Q1	$29.4K	Hold	331	–	–	0.04%	185
2020 Q4	$25.1K	Buy	+331	New	+$22.7K	0.03%	191

Other funds holding BMO

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

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

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

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Towarzystwo Funduszy Inwestycyjnych PZU SA's BMO Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA increased its Bank of Montreal (BMO) stake by 36% in Q2 2026, buying an estimated $22.9K and bringing the position to 552 shares worth $97.2K. The position accounts for 0.03% of the portfolio, ranked #348.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in BMO in Q4 2020 and has held it in 15 quarters since. 468 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Towarzystwo Funduszy Inwestycyjnych PZU SA held 552 shares of Bank of Montreal worth $97.2K as of Q2 2026.
Towarzystwo Funduszy Inwestycyjnych PZU SA bought 146 Bank of Montreal shares in Q2 2026, an estimated $22.9K.
Bank of Montreal made up 0.03% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #348 holding.
Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in Bank of Montreal in Q4 2020 and has held it in 15 quarters since.
468 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.