Vertex Planning Partners’s Bank of Montreal BMO Stock Holding History

Vertex Planning Partners’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	$4.94M	Sell	27,959 -4,000	-13%	-$629K	0.73%	33
2026 Q1	$4.33M	Hold	31,959	–	–	0.84%	26
2025 Q4	$4.15M	Hold	31,959	–	–	0.96%	23
2025 Q3	$4.16M	Hold	31,959	–	–	0.8%	29
2025 Q2	$3.54M	Hold	31,959	–	–	0.74%	31
2025 Q1	$3.05M	Sell	31,959 -6,031	-16%	-$596K	0.67%	30
2024 Q4	$3.69M	Sell	37,990 -6,938	-15%	-$656K	0.81%	29
2024 Q3	$4.05M	Buy	+44,928	New	+$3.83M	0.97%	23

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

Vertex Planning Partners's BMO Position: Q2 2026 in Review

Vertex Planning Partners reduced its Bank of Montreal (BMO) stake by 13% in Q2 2026, selling an estimated $629K and leaving 27,959 shares worth $4.94M. The position accounts for 0.73% of the portfolio, ranked #33.

Vertex Planning Partners first reported a position in BMO in Q3 2024 and has held it in 8 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Vertex Planning Partners held 27,959 shares of Bank of Montreal worth $4.94M as of Q2 2026.
Vertex Planning Partners sold 4,000 Bank of Montreal shares in Q2 2026, an estimated $629K.
Bank of Montreal made up 0.73% of Vertex Planning Partners's portfolio in Q2 2026, its #33 holding.
Vertex Planning Partners first reported a position in Bank of Montreal in Q3 2024 and has held it in 8 quarters since.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.