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Waratah Capital Advisors’s Bank of Montreal BMO Stock Holding History

Waratah Capital Advisors’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 		– Sell
-25,894
Closed -$3.36M – 137
2025
Q4 		$3.36M Sell
25,894
-64,654
-71% -$8.19M 0.11% 112
2025
Q3 		$11.8M Buy
+90,548
New +$10.7M 0.21% 64
2025
Q1 		– Sell
-64,983
Closed -$6.31M – 180
2024
Q4 		$6.31M Buy
+64,983
New +$6.14M 0.21% 98
2024
Q3 		– Sell
-129,662
Closed -$10.9M – 141
2024
Q2 		$10.9M Sell
129,662
-139,607
-52% -$12.7M 0.4% 62
2024
Q1 		$26.3M Buy
269,269
+56,038
+26% +$5.29M 0.79% 36
2023
Q4 		$21.1M Sell
213,231
-82,691
-28% -$6.9M 0.42% 40
2023
Q3 		$25M Buy
295,922
+164,744
+126% +$14.5M 0.36% 41
2023
Q2 		$11.8M Buy
131,178
+63,304
+93% +$5.6M 0.23% 52
2023
Q1 		$6.05M Buy
+67,874
New +$6.44M 0.13% 86
2022
Q4 		– Sell
-63,781
Closed -$5.59M – 195
2022
Q3 		$5.59M Buy
+63,781
New +$6.17M 0.09% 95
2022
Q2 		– Sell
-77,602
Closed -$9.13M – 169
2022
Q1 		$9.13M Buy
77,602
+28,916
+59% +$3.35M 0.12% 87
2021
Q4 		$5.24M Buy
+48,686
New +$5.25M 0.09% 95
2019
Q2 		– Sell
-17,282
Closed -$1.29M – 138
2019
Q1 		$1.29M Buy
+17,282
New +$1.28M 0.14% 88
2018
Q4 		– Sell
-25,285
Closed -$2.08M – 100
2018
Q3 		$2.08M Buy
25,285
+8,615
+52% +$693K 0.21% 83
2018
Q2 		$1.29M Buy
+16,670
New +$1.28M 0.14% 85
2017
Q2 		– Sell
-9,067
Closed -$659K – 167
2017
Q1 		$659K Sell
9,067
-26,154
-74% -$1.98M 0.09% 131
2016
Q4 		$2.53M Sell
35,221
-1,999
-5% -$133K 0.38% 64
2016
Q3 		$2.44M Buy
+37,220
New +$2.42M 0.43% 62
2014
Q3 		– Sell
-31,600
Closed -$2.33M – 41
2014
Q2 		$2.33M Buy
31,600
+13,300
+73% +$927K 1.14% 24
2014
Q1 		$1.23M Buy
+18,300
New +$1.19M 0.67% 33

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

Waratah Capital Advisors's BMO Position: Q1 2026 in Review

Waratah Capital Advisors sold out of Bank of Montreal (BMO) in Q1 2026, closing a stake of 25,894 shares — an estimated $3.36M sold.

Waratah Capital Advisors first reported a position in BMO in Q1 2014 and held it in 20 quarters. The position peaked at $26.3M in Q1 2024. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Waratah Capital Advisors reported no remaining Bank of Montreal position as of Q1 2026 after selling out during the quarter.
  • Waratah Capital Advisors sold 25,894 Bank of Montreal shares in Q1 2026, an estimated $3.36M.
  • Waratah Capital Advisors first reported a position in Bank of Montreal in Q1 2014 and held it in 20 quarters.
  • Waratah Capital Advisors's Bank of Montreal position peaked at $26.3M in Q1 2024.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Waratah Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.