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Vaughan & Co Securities’s Bank of Montreal BMO Stock Holding History

Vaughan & Co Securities’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 		$710K Sell
5,248
-163
-3% -$22.6K 0.37% 34
2025
Q4 		$702K Sell
5,411
-129
-2% -$16.3K 0.36% 27
2025
Q3 		$722K Sell
5,540
-1,637
-23% -$194K 0.38% 30
2025
Q2 		$794K Sell
7,177
-45
-0.6% -$4.54K 0.46% 23
2025
Q1 		$690K Sell
7,222
-168
-2% -$16.6K 0.43% 31
2024
Q4 		$717K Sell
7,390
-57
-0.8% -$5.39K 0.43% 30
2024
Q3 		$672K Sell
7,447
-45
-0.6% -$3.84K 0.4% 39
2024
Q2 		$628K Buy
7,492
+106
+1% +$9.63K 0.4% 35
2024
Q1 		$721K Sell
7,386
-696
-9% -$65.7K 0.46% 26
2023
Q4 		$800K Buy
8,082
+1,988
+33% +$166K 0.54% 23
2023
Q3 		$514K Sell
6,094
-33
-0.5% -$2.9K 0.38% 39
2023
Q2 		$553K Hold
6,127
– – 0.39% 41
2023
Q1 		$546K Sell
6,127
-71
-1% -$6.74K 0.41% 44
2022
Q4 		$562K Sell
6,198
-171
-3% -$15.8K 0.45% 41
2022
Q3 		$558K Buy
6,369
+614
+11% +$59.4K 0.48% 35
2022
Q2 		$553K Hold
5,755
– – 0.44% 39
2022
Q1 		$679K Hold
5,755
– – 0.47% 36
2021
Q4 		$620K Sell
5,755
-1,532
-21% -$165K 0.42% 37
2021
Q3 		$727K Buy
+7,287
New +$734K 0.54% 21
2021
Q2 		– Sell
-7,499
Closed -$668K – 54
2021
Q1 		$668K Sell
7,499
-165
-2% -$13.5K 0.54% 23
2020
Q4 		$583K Sell
7,664
-408
-5% -$27.9K 0.52% 20
2020
Q3 		$471K Hold
8,072
– – 0.49% 28
2020
Q2 		$428K Hold
8,072
– – 0.47% 35
2020
Q1 		$406K Hold
8,072
– – 0.52% 30
2019
Q4 		$626K Buy
+8,072
New +$608K 0.56% 24

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vaughan & Co Securities's BMO Position: Q1 2026 in Review

Vaughan & Co Securities reduced its Bank of Montreal (BMO) stake by 3% in Q1 2026, selling an estimated $22.6K and leaving 5,248 shares worth $710K. The position accounts for 0.37% of the portfolio, ranked #34.

Vaughan & Co Securities first reported a position in BMO in Q4 2019 and has held it in 25 quarters since. The position peaked at $800K in Q4 2023. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Vaughan & Co Securities held 5,248 shares of Bank of Montreal worth $710K as of Q1 2026.
  • Vaughan & Co Securities sold 163 Bank of Montreal shares in Q1 2026, an estimated $22.6K.
  • Bank of Montreal made up 0.37% of Vaughan & Co Securities's portfolio in Q1 2026, its #34 holding.
  • Vaughan & Co Securities first reported a position in Bank of Montreal in Q4 2019 and has held it in 25 quarters since.
  • Vaughan & Co Securities's Bank of Montreal position peaked at $800K in Q4 2023.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Vaughan & Co Securities's 13F filing for Q1 2026, filed 27 Apr 2026.