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USS Investment Management’s Bank of Montreal BMO Stock Holding History

USS Investment 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 		$17.1M Sell
96,884
-13,391
-12% -$2.1M 0.06% 182
2026
Q1 		$14.9M Buy
110,275
+1,126
+1% +$156K 0.06% 170
2025
Q4 		$14.2M Hold
109,149
– – 0.07% 164
2025
Q3 		$14.2M Hold
109,149
– – 0.06% 166
2025
Q2 		$12.1M Buy
109,149
+144
+0.1% +$14.5K 0.07% 179
2025
Q1 		$10.4M Hold
109,005
– – 0.08% 188
2024
Q4 		$10.6M Hold
109,005
– – 0.07% 211
2024
Q3 		$9.83M Hold
109,005
– – 0.07% 235
2024
Q2 		$9.14M Buy
109,005
+2,499
+2% +$227K 0.07% 221
2024
Q1 		$10.4M Buy
106,506
+1,897
+2% +$179K 0.09% 194
2023
Q4 		$10.4M Sell
104,609
-5,757
-5% -$481K 0.09% 175
2023
Q3 		$9.32M Buy
110,366
+14,025
+15% +$1.23M 0.1% 188
2023
Q2 		$8.7M Buy
96,341
+2,148
+2% +$190K 0.1% 212
2023
Q1 		$8.39M Hold
94,193
– – 0.11% 199
2022
Q4 		$8.53M Buy
94,193
+6,000
+7% +$555K 0.12% 189
2022
Q3 		$7.72M Sell
88,193
-47,861
-35% -$4.63M 0.11% 188
2022
Q2 		$13.1M Sell
136,054
-9,885
-7% -$1.05M 0.13% 165
2022
Q1 		$17.2M Buy
145,939
+3,071
+2% +$356K 0.14% 154
2021
Q4 		$15.4M Hold
142,868
– – 0.12% 172
2021
Q3 		$14.3M Buy
+142,868
New +$14.4M 0.12% 180
2021
Q2 		– Sell
-8,200
Closed -$731K – 624
2021
Q1 		$731K Hold
8,200
– – 0.01% 537
2020
Q4 		$624K Hold
8,200
– – 0.01% 540
2020
Q3 		$479K Hold
8,200
– – ﹤0.01% 551
2020
Q2 		$435K Buy
+8,200
New +$418K ﹤0.01% 561
2018
Q1 		– Sell
-86,900
Closed -$6.97M – 116
2017
Q4 		$6.97M Sell
86,900
-9,700
-10% -$756K 0.08% 103
2017
Q3 		$7.32M Buy
96,600
+10,500
+12% +$783K 0.06% 113
2017
Q2 		$6.31M Buy
+86,100
New +$6.09M 0.06% 116

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

USS Investment Management's BMO Position: Q2 2026 in Review

USS Investment Management reduced its Bank of Montreal (BMO) stake by 12% in Q2 2026, selling an estimated $2.1M and leaving 96,884 shares worth $17.1M. The position accounts for 0.06% of the portfolio, ranked #182.

USS Investment Management first reported a position in BMO in Q2 2017 and has held it in 27 quarters since. The position peaked at $17.2M in Q1 2022. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • USS Investment Management held 96,884 shares of Bank of Montreal worth $17.1M as of Q2 2026.
  • USS Investment Management sold 13,391 Bank of Montreal shares in Q2 2026, an estimated $2.1M.
  • Bank of Montreal made up 0.06% of USS Investment Management's portfolio in Q2 2026, its #182 holding.
  • USS Investment Management first reported a position in Bank of Montreal in Q2 2017 and has held it in 27 quarters since.
  • USS Investment Management's Bank of Montreal position peaked at $17.2M in Q1 2022.
  • 659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on USS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.