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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

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 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. 233 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.
  • 233 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.