Utah Retirement Systems’s Bank of Montreal BMO Stock Holding History

Utah Retirement Systems’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 Q1	$10.5M	Sell	77,606 -3,126	-4%	-$434K	0.11%	181
2025 Q4	$10.5M	Hold	80,732	–	–	0.1%	178
2025 Q3	$10.5M	Sell	80,732 -440	-0.5%	-$52.1K	0.1%	180
2025 Q2	$8.98M	Hold	81,172	–	–	0.09%	201
2025 Q1	$7.75M	Hold	81,172	–	–	0.09%	211
2024 Q4	$7.88M	Hold	81,172	–	–	0.09%	207
2024 Q3	$7.33M	Hold	81,172	–	–	0.08%	224
2024 Q2	$6.81M	Sell	81,172 -4,100	-5%	-$372K	0.08%	224
2024 Q1	$8.33M	Hold	85,272	–	–	0.1%	199
2023 Q4	$8.48M	Buy	85,272 +1,700	+2%	+$142K	0.11%	181
2023 Q3	$7.08M	Hold	83,572	–	–	0.1%	192
2023 Q2	$7.56M	Buy	83,572 +1,600	+2%	+$141K	0.1%	183
2023 Q1	$7.29M	Buy	+81,972	New	+$7.78M	0.11%	197

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Utah Retirement Systems's BMO Position: Q1 2026 in Review

Utah Retirement Systems reduced its Bank of Montreal (BMO) stake by 3.9% in Q1 2026, selling an estimated $434K and leaving 77,606 shares worth $10.5M. The position accounts for 0.11% of the portfolio, ranked #181.

Utah Retirement Systems first reported a position in BMO in Q1 2023 and has held it in 13 quarters since. The position peaked at $10.5M in Q3 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Utah Retirement Systems held 77,606 shares of Bank of Montreal worth $10.5M as of Q1 2026.
Utah Retirement Systems sold 3,126 Bank of Montreal shares in Q1 2026, an estimated $434K.
Bank of Montreal made up 0.11% of Utah Retirement Systems's portfolio in Q1 2026, its #181 holding.
Utah Retirement Systems first reported a position in Bank of Montreal in Q1 2023 and has held it in 13 quarters since.
Utah Retirement Systems's Bank of Montreal position peaked at $10.5M in Q3 2025.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Utah Retirement Systems's 13F filing for Q1 2026, filed 15 May 2026.