Truist Financial
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Truist Financial’s Bank of Montreal BMO Stock Holding History

Truist 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 		$2.49M Sell
14,067
-36,574
-72% -$5.75M ﹤0.01% 1261
2026
Q1 		$6.85M Sell
50,641
-14,156
-22% -$1.97M 0.01% 732
2025
Q4 		$8.41M Sell
64,797
-16,417
-20% -$2.08M 0.01% 656
2025
Q3 		$10.6M Sell
81,214
-9,550
-11% -$1.13M 0.01% 592
2025
Q2 		$10M Sell
90,764
-1,316
-1% -$133K 0.01% 581
2025
Q1 		$8.79M Buy
92,080
+426
+0.5% +$42.1K 0.01% 609
2024
Q4 		$8.89M Buy
91,654
+73,216
+397% +$6.92M 0.01% 613
2024
Q3 		$1.66M Buy
18,438
+766
+4% +$65.3K ﹤0.01% 1312
2024
Q2 		$1.48M Sell
17,672
-611
-3% -$55.5K ﹤0.01% 1417
2024
Q1 		$1.79M Buy
18,283
+1,016
+6% +$95.9K ﹤0.01% 1335
2023
Q4 		$1.71M Sell
17,267
-2,698
-14% -$225K ﹤0.01% 1337
2023
Q3 		$1.68M Sell
19,965
-438
-2% -$38.5K ﹤0.01% 1317
2023
Q2 		$1.84M Buy
20,403
+6,463
+46% +$571K ﹤0.01% 1298
2023
Q1 		$1.24M Buy
13,940
+714
+5% +$67.7K ﹤0.01% 1455
2022
Q4 		$1.2M Buy
13,226
+918
+7% +$85K ﹤0.01% 1469
2022
Q3 		$1.08M Sell
12,308
-1,258
-9% -$122K ﹤0.01% 1460
2022
Q2 		$1.3M Sell
13,566
-1,208
-8% -$128K ﹤0.01% 1421
2022
Q1 		$1.74M Sell
14,774
-5,241
-26% -$608K ﹤0.01% 1348
2021
Q4 		$2.16M Sell
20,015
-1,784
-8% -$192K ﹤0.01% 1266
2021
Q3 		$2.17M Sell
21,799
-776
-3% -$78.1K ﹤0.01% 1243
2021
Q2 		$2.32M Sell
22,575
-526
-2% -$51.9K ﹤0.01% 1215
2021
Q1 		$2.06M Buy
23,101
+1,215
+6% +$99.1K ﹤0.01% 1223
2020
Q4 		$1.66M Sell
21,886
-2,396
-10% -$164K ﹤0.01% 1251
2020
Q3 		$1.42M Sell
24,282
-338
-1% -$19.6K ﹤0.01% 1212
2020
Q2 		$1.31M Sell
24,620
-68,423
-74% -$3.49M ﹤0.01% 1178
2020
Q1 		$4.68M Buy
93,043
+637
+0.7% +$43.2K 0.01% 698
2019
Q4 		$7.16M Buy
+92,406
New +$6.96M 0.01% 648

Other funds holding BMO

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Truist Financial's BMO Position: Q2 2026 in Review

Truist Financial reduced its Bank of Montreal (BMO) stake by 72% in Q2 2026, selling an estimated $5.75M and leaving 14,067 shares worth $2.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

Truist Financial first reported a position in BMO in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.6M in Q3 2025. 298 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Truist Financial held 14,067 shares of Bank of Montreal worth $2.49M as of Q2 2026.
  • Truist Financial sold 36,574 Bank of Montreal shares in Q2 2026, an estimated $5.75M.
  • Bank of Montreal made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1261 holding.
  • Truist Financial first reported a position in Bank of Montreal in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's Bank of Montreal position peaked at $10.6M in Q3 2025.
  • 298 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.