UMB Bank’s Bank of Montreal BMO Stock Holding History

UMB Bank’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	$148K	Hold	836	–	–	﹤0.01%	860
2026 Q1	$113K	Sell	836 -2,140	-72%	-$297K	﹤0.01%	923
2025 Q4	$386K	Sell	2,976 -1,618	-35%	-$205K	0.01%	522
2025 Q3	$598K	Hold	4,594	–	–	0.01%	399
2025 Q2	$508K	Sell	4,594 -8,809	-66%	-$888K	0.01%	413
2025 Q1	$1.28M	Buy	13,403 +1,895	+16%	+$187K	0.02%	289
2024 Q4	$1.12M	Sell	11,508 -5,125	-31%	-$484K	0.02%	300
2024 Q3	$1.5M	Hold	16,633	–	–	0.02%	277
2024 Q2	$1.39M	Sell	16,633 -2,539	-13%	-$231K	0.02%	282
2024 Q1	$1.87M	Sell	19,172 -1,201	-6%	-$113K	0.03%	252
2023 Q4	$2.02M	Buy	20,373 +339	+2%	+$28.3K	0.03%	252
2023 Q3	$1.69M	Sell	20,034 -2,592	-11%	-$228K	0.03%	263
2023 Q2	$2.04M	Hold	22,626	–	–	0.03%	254
2023 Q1	$2.02M	Buy	22,626 +9,530	+73%	+$904K	0.03%	259
2022 Q4	$1.19M	Buy	13,096 +2,212	+20%	+$205K	0.02%	308
2022 Q3	$954K	Sell	10,884 -16,916	-61%	-$1.64M	0.02%	348
2022 Q2	$2.67M	Sell	27,800 -800	-3%	-$85K	0.04%	252
2022 Q1	$3.37M	Hold	28,600	–	–	0.04%	239
2021 Q4	$3.08M	Buy	+28,600	New	+$3.08M	0.04%	244

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

UMB Bank's BMO Position: Q2 2026 in Review

UMB Bank held its Bank of Montreal (BMO) position steady in Q2 2026 at 836 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

UMB Bank first reported a position in BMO in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.37M in Q1 2022. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

UMB Bank held 836 shares of Bank of Montreal worth $148K as of Q2 2026.
UMB Bank left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #860 holding.
UMB Bank first reported a position in Bank of Montreal in Q4 2021 and has held it in 19 quarters since.
UMB Bank's Bank of Montreal position peaked at $3.37M in Q1 2022.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.