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Vise Technologies’s Bank of Montreal BMO Stock Holding History

Vise Technologies’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 		– Sell
-17,151
Closed -$2.23M – 1854
2026
Q1 		$2.23M Hold
17,151
– – 0.04% 334
2025
Q4 		$2.23M Buy
17,151
+1,830
+12% +$232K 0.04% 335
2025
Q3 		$2M Sell
15,321
-6,495
-30% -$769K 0.07% 255
2025
Q2 		$2.41M Buy
+21,816
New +$2.2M 0.1% 216
2024
Q4 		$1M Buy
10,320
+1,715
+20% +$162K 0.08% 253
2024
Q3 		$776K Buy
8,605
+2,490
+41% +$212K 0.1% 200
2024
Q2 		$513K Buy
6,115
+788
+15% +$71.6K 0.09% 219
2024
Q1 		$520K Buy
5,327
+1,832
+52% +$173K 0.1% 196
2023
Q4 		$346K Buy
3,495
+437
+14% +$36.5K 0.07% 244
2023
Q3 		$258K Sell
3,058
-365
-11% -$32.1K 0.06% 274
2023
Q2 		$309K Sell
3,423
-1,200
-26% -$106K 0.07% 241
2023
Q1 		$412K Sell
4,623
-19
-0.4% -$1.8K 0.11% 194
2022
Q4 		$421K Sell
4,642
-219
-5% -$20.3K 0.13% 177
2022
Q3 		$426K Buy
4,861
+297
+7% +$28.7K 0.16% 152
2022
Q2 		$439K Buy
4,564
+2,787
+157% +$296K 0.17% 143
2022
Q1 		$210K Buy
+1,777
New +$206K 0.08% 228

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

Vise Technologies's BMO Position: Q2 2026 in Review

Vise Technologies sold out of Bank of Montreal (BMO) in Q2 2026, closing a stake of 17,151 shares — an estimated $2.23M sold.

Vise Technologies first reported a position in BMO in Q1 2022 and held it in 16 quarters. The position peaked at $2.41M in Q2 2025. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Vise Technologies reported no remaining Bank of Montreal position as of Q2 2026 after selling out during the quarter.
  • Vise Technologies sold 17,151 Bank of Montreal shares in Q2 2026, an estimated $2.23M.
  • Vise Technologies first reported a position in Bank of Montreal in Q1 2022 and held it in 16 quarters.
  • Vise Technologies's Bank of Montreal position peaked at $2.41M in Q2 2025.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.