Vontobel Holding
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Vontobel Holding’s Bank of Montreal BMO Stock Holding History

Vontobel Holding’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 		$18.7M Sell
105,819
-1,500
-1% -$236K 0.06% 239
2026
Q1 		$14.5M Hold
107,319
– – 0.05% 234
2025
Q4 		$13.9M Sell
107,319
-2,600
-2% -$329K 0.04% 247
2025
Q3 		$14.3M Hold
109,919
– – 0.04% 227
2025
Q2 		$12.2M Sell
109,919
-3,600
-3% -$363K 0.04% 235
2025
Q1 		$10.8M Hold
113,519
– – 0.04% 221
2024
Q4 		$11M Sell
113,519
-14,300
-11% -$1.35M 0.04% 213
2024
Q3 		$11.5M Sell
127,819
-5,305
-4% -$453K 0.04% 208
2024
Q2 		$11.2M Hold
133,124
– – 0.04% 206
2024
Q1 		$13M Sell
133,124
-5,797
-4% -$547K 0.1% 179
2023
Q4 		$13.7M Sell
138,921
-62,396
-31% -$5.21M 0.12% 170
2023
Q3 		$17M Sell
201,317
-24,315
-11% -$2.14M 0.16% 140
2023
Q2 		$20.4M Sell
225,632
-10,020
-4% -$886K 0.18% 134
2023
Q1 		$21M Buy
235,652
+687
+0.3% +$65.2K 0.2% 127
2022
Q4 		$21.1M Buy
234,965
+126,394
+116% +$11.7M 0.21% 121
2022
Q3 		$9.61M Sell
108,571
-1,308
-1% -$126K 0.11% 177
2022
Q2 		$10.6M Sell
109,879
-47,285
-30% -$5.02M 0.11% 158
2022
Q1 		$18.6M Buy
157,164
+139,311
+780% +$16.1M 0.16% 133
2021
Q4 		$1.93M Buy
17,853
+2,789
+19% +$301K 0.02% 444
2021
Q3 		$1.5M Buy
15,064
+12,515
+491% +$1.26M 0.01% 511
2021
Q2 		$260K Buy
+2,549
New +$252K ﹤0.01% 969

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

Vontobel Holding's BMO Position: Q2 2026 in Review

Vontobel Holding reduced its Bank of Montreal (BMO) stake by 1.4% in Q2 2026, selling an estimated $236K and leaving 105,819 shares worth $18.7M. The position accounts for 0.06% of the portfolio, ranked #239.

Vontobel Holding first reported a position in BMO in Q2 2021 and has held it in 21 quarters since. The position peaked at $21.1M in Q4 2022. 658 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Vontobel Holding held 105,819 shares of Bank of Montreal worth $18.7M as of Q2 2026.
  • Vontobel Holding sold 1,500 Bank of Montreal shares in Q2 2026, an estimated $236K.
  • Bank of Montreal made up 0.06% of Vontobel Holding's portfolio in Q2 2026, its #239 holding.
  • Vontobel Holding first reported a position in Bank of Montreal in Q2 2021 and has held it in 21 quarters since.
  • Vontobel Holding's Bank of Montreal position peaked at $21.1M in Q4 2022.
  • 658 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.