Union Bancaire Privee’s Bank of Montreal BMO Stock Holding History

Union Bancaire Privee’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	$2.64M	Buy	15,101 +114	+0.8%	+$17.9K	0.03%	218
2026 Q1	$1.98M	Buy	14,987 +125	+0.8%	+$17.4K	0.03%	233
2025 Q4	$1.95M	Sell	14,862 -7,518	-34%	-$952K	0.02%	229
2025 Q3	$2.92M	Sell	22,380 -3,562	-14%	-$422K	0.04%	164
2025 Q2	$2.83M	Sell	25,942 -2,002	-7%	-$202K	0.04%	163
2025 Q1	$2.71M	Sell	27,944 -5,214	-16%	-$516K	0.05%	152
2024 Q4	$3.22M	Buy	+33,158	New	+$3.13M	0.06%	143

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

Union Bancaire Privee's BMO Position: Q2 2026 in Review

Union Bancaire Privee increased its Bank of Montreal (BMO) stake by 0.76% in Q2 2026, buying an estimated $17.9K and bringing the position to 15,101 shares worth $2.64M. The position accounts for 0.03% of the portfolio, ranked #218.

Union Bancaire Privee first reported a position in BMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.22M in Q4 2024. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Union Bancaire Privee held 15,101 shares of Bank of Montreal worth $2.64M as of Q2 2026.
Union Bancaire Privee bought 114 Bank of Montreal shares in Q2 2026, an estimated $17.9K.
Bank of Montreal made up 0.03% of Union Bancaire Privee's portfolio in Q2 2026, its #218 holding.
Union Bancaire Privee first reported a position in Bank of Montreal in Q4 2024 and has held it in 7 quarters since.
Union Bancaire Privee's Bank of Montreal position peaked at $3.22M in Q4 2024.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.