VCM
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Versant Capital Management’s Bank of Montreal BMO Stock Holding History

Versant Capital 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 		$749K Buy
4,241
+78
+2% +$12.3K 0.07% 182
2026
Q1 		$563K Buy
4,163
+877
+27% +$122K 0.06% 231
2025
Q4 		$426K Buy
3,286
+323
+11% +$40.9K 0.05% 251
2025
Q3 		$386K Sell
2,963
-18
-0.6% -$2.13K 0.05% 273
2025
Q2 		$330K Buy
2,981
+62
+2% +$6.25K 0.05% 291
2025
Q1 		$279K Buy
2,919
+2,866
+5,408% +$283K 0.05% 309
2024
Q4 		$5.14K Buy
+53
New +$5.01K ﹤0.01% 1746
2024
Q3 		– Sell
-30
Closed -$2.52K – 2019
2024
Q2 		$2.52K Buy
+30
New +$2.72K ﹤0.01% 1445
2019
Q2 		– Sell
-55
Closed -$4K – 1418
2019
Q1 		$4K Sell
55
-21
-28% -$1.55K ﹤0.01% 1145
2018
Q4 		$4K Hold
76
– – ﹤0.01% 1075
2018
Q3 		$6K Hold
76
– – ﹤0.01% 1019
2018
Q2 		$5K Hold
76
– – ﹤0.01% 1072
2018
Q1 		$5K Hold
76
– – ﹤0.01% 1055
2017
Q4 		$6K Hold
76
– – ﹤0.01% 1058
2017
Q3 		$5K Hold
76
– – ﹤0.01% 1042
2017
Q2 		$5K Hold
76
– – ﹤0.01% 1040
2017
Q1 		$5K Hold
76
– – ﹤0.01% 1029
2016
Q4 		$5K Hold
76
– – ﹤0.01% 1003
2016
Q3 		$4K Sell
76
-2
-3% -$130 ﹤0.01% 1024
2016
Q2 		$4K Hold
78
– – ﹤0.01% 1001
2016
Q1 		$4K Hold
78
– – ﹤0.01% 987
2015
Q4 		$4K Buy
+78
New +$4.49K ﹤0.01% 971

Other funds holding BMO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return

Versant Capital Management's BMO Position: Q2 2026 in Review

Versant Capital Management increased its Bank of Montreal (BMO) stake by 1.9% in Q2 2026, buying an estimated $12.3K and bringing the position to 4,241 shares worth $749K. The position accounts for 0.07% of the portfolio, ranked #182.

Versant Capital Management first reported a position in BMO in Q4 2015 and has held it in 22 quarters since. 99 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Versant Capital Management held 4,241 shares of Bank of Montreal worth $749K as of Q2 2026.
  • Versant Capital Management bought 78 Bank of Montreal shares in Q2 2026, an estimated $12.3K.
  • Bank of Montreal made up 0.07% of Versant Capital Management's portfolio in Q2 2026, its #182 holding.
  • Versant Capital Management first reported a position in Bank of Montreal in Q4 2015 and has held it in 22 quarters since.
  • 99 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.