Truvestments Capital’s Bank of Montreal BMO Stock Holding History

Truvestments Capital’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	$53K	Hold	300	–	–	0.01%	521
2026 Q1	$40.6K	Hold	300	–	–	0.01%	528
2025 Q4	$38.9K	Sell	300 -113	-27%	-$14.3K	0.01%	490
2025 Q3	$53.8K	Buy	413 +5	+1%	+$592	0.01%	427
2025 Q2	$45.1K	Hold	408	–	–	0.01%	417
2025 Q1	$39K	Buy	+408	New	+$40.4K	0.01%	443
2019 Q4	–	Sell	-146	Closed	-$11K	–	198
2019 Q3	$11K	Hold	146	–	–	0.01%	481
2019 Q2	$11K	Hold	146	–	–	0.01%	516
2019 Q1	$11K	Buy	+146	New	+$10.8K	0.01%	499
2018 Q3	$42K	Buy	+514	New	+$41.3K	0.02%	416

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Truvestments Capital's BMO Position: Q2 2026 in Review

Truvestments Capital held its Bank of Montreal (BMO) position steady in Q2 2026 at 300 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #521.

Truvestments Capital first reported a position in BMO in Q3 2018 and has held it in 10 quarters since. The position peaked at $53.8K in Q3 2025. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Truvestments Capital held 300 shares of Bank of Montreal worth $53K as of Q2 2026.
Truvestments Capital left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up 0.01% of Truvestments Capital's portfolio in Q2 2026, its #521 holding.
Truvestments Capital first reported a position in Bank of Montreal in Q3 2018 and has held it in 10 quarters since.
Truvestments Capital's Bank of Montreal position peaked at $53.8K in Q3 2025.
659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.