UniSuper Management’s Bank of Montreal BMO Stock Holding History

UniSuper Management’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	$4.65M	Buy	18,534 +4,634	+33%	+$728K	0.02%	306
2026 Q1	$2.62M	Hold	13,900	–	–	0.02%	401
2025 Q4	$2.48M	Buy	13,900 +1,500	+12%	+$190K	0.01%	427
2025 Q3	$2.25M	Hold	12,400	–	–	0.01%	476
2025 Q2	$1.87M	Sell	12,400 -1,600	-11%	-$161K	0.01%	489
2025 Q1	$1.92M	Hold	14,000	–	–	0.01%	470
2024 Q4	$1.95M	Sell	14,000 -3,500	-20%	-$331K	0.01%	466
2024 Q3	$2.14M	Hold	17,500	–	–	0.02%	411
2024 Q2	$2.01M	Buy	17,500 +7,300	+72%	+$663K	0.02%	389
2024 Q1	$1.35M	Buy	10,200 +5,000	+96%	+$472K	0.01%	371
2023 Q4	$682K	Hold	5,200	–	–	0.01%	295
2023 Q3	$596K	Buy	5,200 +200	+4%	+$17.6K	0.01%	302
2023 Q2	$598K	Buy	+5,000	New	+$442K	0.01%	301

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

UniSuper Management's BMO Position: Q2 2026 in Review

UniSuper Management increased its Bank of Montreal (BMO) stake by 33% in Q2 2026, buying an estimated $728K and bringing the position to 18,534 shares worth $4.65M. The position accounts for 0.02% of the portfolio, ranked #306.

UniSuper Management first reported a position in BMO in Q2 2023 and has held it in 13 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

UniSuper Management held 18,534 shares of Bank of Montreal worth $4.65M as of Q2 2026.
UniSuper Management bought 4,634 Bank of Montreal shares in Q2 2026, an estimated $728K.
Bank of Montreal made up 0.02% of UniSuper Management's portfolio in Q2 2026, its #306 holding.
UniSuper Management first reported a position in Bank of Montreal in Q2 2023 and has held it in 13 quarters since.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on UniSuper Management's 13F filing for Q2 2026, filed 14 Aug 2026.