WCA
BMO icon

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
2022
Q2 		– Sell
-96,500
Closed -$11.4M – 170
2022
Q1 		$11.4M Buy
+96,500
New +$11.2M 0.15% 79

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.