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 Q3	–	Sell	-2,225	Closed	-$396K	–	113
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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.06B AUM 22.67% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

Rempart Asset Management Montreal, Canada $488M AUM 18.34% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Townsend & Associates's BMO Position: Q3 2026 in Review

Townsend & Associates sold out of Bank of Montreal (BMO) in Q3 2026, closing a stake of 2,225 shares — an estimated $396K sold.

Townsend & Associates first reported a position in BMO in Q3 2022 and held it in 14 quarters. The position peaked at $396K in Q2 2026. 219 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

Townsend & Associates reported no remaining Bank of Montreal position as of Q3 2026 after selling out during the quarter.
Townsend & Associates sold 2,225 Bank of Montreal shares in Q3 2026, an estimated $396K.
Townsend & Associates first reported a position in Bank of Montreal in Q3 2022 and held it in 14 quarters.
Townsend & Associates's Bank of Montreal position peaked at $396K in Q2 2026.
219 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on Townsend & Associates's 13F filing for Q3 2026, filed 23 Oct 2026.