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Townsend & Associates’s Bank of Montreal BMO Stock Holding History

Townsend & Associates’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 		$396K Hold
2,225
– – 0.03% 91
2026
Q1 		$336K Hold
2,225
– – 0.03% 95
2025
Q4 		$300K Hold
2,225
– – 0.03% 96
2025
Q3 		$278K Hold
2,225
– – 0.03% 97
2025
Q2 		$255K Hold
2,225
– – 0.03% 96
2025
Q1 		$205K Hold
2,225
– – 0.02% 96
2024
Q4 		$223K Hold
2,225
– – 0.02% 96
2024
Q3 		$208K Buy
+2,225
New +$190K 0.02% 99
2024
Q2 		– Sell
-2,225
Closed -$209K – 105
2024
Q1 		$209K Hold
2,225
– – 0.02% 102
2023
Q4 		$214K Buy
+2,225
New +$186K 0.03% 102
2023
Q3 		– Sell
-2,225
Closed -$208K – 102
2023
Q2 		$208K Hold
2,225
– – 0.05% 120
2023
Q1 		$201K Hold
2,225
– – 0.08% 116
2022
Q4 		$226K Hold
2,225
– – 0.11% 102
2022
Q3 		$213K Buy
+2,225
New +$215K 0.1% 85

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 47.26% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Townsend & Associates's BMO Position: Q2 2026 in Review

Townsend & Associates held its Bank of Montreal (BMO) position steady in Q2 2026 at 2,225 shares worth $396K. The position accounts for 0.03% of the portfolio, ranked #91.

Townsend & Associates first reported a position in BMO in Q3 2022 and has held it in 14 quarters since. 247 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Townsend & Associates held 2,225 shares of Bank of Montreal worth $396K as of Q2 2026.
  • Townsend & Associates left its Bank of Montreal share count unchanged in Q2 2026.
  • Bank of Montreal made up 0.03% of Townsend & Associates's portfolio in Q2 2026, its #91 holding.
  • Townsend & Associates first reported a position in Bank of Montreal in Q3 2022 and has held it in 14 quarters since.
  • 247 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Townsend & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.