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Triasima Portfolio Management’s Bank of Montreal BMO Stock Holding History

Triasima Portfolio Management’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 		$27.2M Buy
153,984
+13,180
+9% +$2.07M 3.67% 4
2026
Q1 		$19M Buy
140,804
+24,638
+21% +$3.42M 2.87% 4
2025
Q4 		$15.1M Buy
116,166
+16,274
+16% +$2.06M 2.26% 7
2025
Q3 		$13M Sell
99,892
-3,675
-4% -$435K 1.97% 11
2025
Q2 		$11.5M Sell
103,567
-39,505
-28% -$3.98M 2.09% 9
2025
Q1 		$13.7M Buy
143,072
+140,957
+6,665% +$13.9M 2.69% 6
2024
Q4 		$205K Buy
+2,115
New +$200K 0.04% 138
2024
Q3 		– Sell
-95,516
Closed -$8.01M – 92
2024
Q2 		$8.01M Sell
95,516
-374,184
-80% -$34M 0.73% 33
2024
Q1 		$45.9M Sell
469,700
-16,721
-3% -$1.58M 3.85% 4
2023
Q4 		$48.2M Buy
486,421
+77,285
+19% +$6.45M 3.98% 5
2023
Q3 		$34.7M Buy
409,136
+94,788
+30% +$8.33M 3.18% 8
2023
Q2 		$37.6M Sell
314,348
-65,537
-17% -$5.79M 2.38% 15
2023
Q1 		$33.8M Sell
379,885
-29,686
-7% -$2.82M 2.79% 8
2022
Q4 		$37.1M Sell
409,571
-297,664
-42% -$27.6M 2.84% 10
2022
Q3 		$61.9M Sell
707,235
-153,918
-18% -$14.9M 5.03% 3
2022
Q2 		$82.7M Sell
861,153
-63,872
-7% -$6.79M 5.83% 3
2022
Q1 		$109M Sell
925,025
-162,070
-15% -$18.8M 5.24% 3
2021
Q4 		$117M Sell
1,087,095
-18,265
-2% -$1.97M 5.63% 4
2021
Q3 		$110M Sell
1,105,360
-60,455
-5% -$6.09M 5.89% 4
2021
Q2 		$120M Buy
1,165,815
+9,015
+0.8% +$890K 5.83% 4
2021
Q1 		$103M Buy
1,156,800
+117,950
+11% +$9.62M 5.2% 5
2020
Q4 		$79M Buy
+1,038,850
New +$71.1M 4.5% 5

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

Triasima Portfolio Management's BMO Position: Q2 2026 in Review

Triasima Portfolio Management increased its Bank of Montreal (BMO) stake by 9.4% in Q2 2026, buying an estimated $2.07M and bringing the position to 153,984 shares worth $27.2M. The position accounts for 3.67% of the portfolio, ranked #4.

Triasima Portfolio Management first reported a position in BMO in Q4 2020 and has held it in 22 quarters since. The position peaked at $120M in Q2 2021. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Triasima Portfolio Management held 153,984 shares of Bank of Montreal worth $27.2M as of Q2 2026.
  • Triasima Portfolio Management bought 13,180 Bank of Montreal shares in Q2 2026, an estimated $2.07M.
  • Bank of Montreal made up 3.67% of Triasima Portfolio Management's portfolio in Q2 2026, its #4 holding.
  • Triasima Portfolio Management first reported a position in Bank of Montreal in Q4 2020 and has held it in 22 quarters since.
  • Triasima Portfolio Management's Bank of Montreal position peaked at $120M in Q2 2021.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Triasima Portfolio Management's 13F filing for Q2 2026, filed 21 Jul 2026.