Wells Fargo
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Wells Fargo’s Bank of Montreal BMO Stock Holding History

Wells Fargo’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 		$39.3M Sell
290,295
-75,554
-21% -$10.5M 0.01% 1088
2025
Q4 		$47.5M Sell
365,849
-104,042
-22% -$13.2M 0.01% 966
2025
Q3 		$61.2M Buy
469,891
+5,327
+1% +$631K 0.01% 819
2025
Q2 		$51.5M Sell
464,564
-198
-0% -$20K 0.01% 846
2025
Q1 		$44.4M Buy
464,762
+12,676
+3% +$1.25M 0.01% 876
2024
Q4 		$43.9M Buy
452,086
+372,977
+471% +$35.3M 0.01% 875
2024
Q3 		$7.14M Sell
79,109
-3,390
-4% -$289K ﹤0.01% 2095
2024
Q2 		$6.92M Buy
82,499
+12,432
+18% +$1.13M ﹤0.01% 2011
2024
Q1 		$6.84M Sell
70,067
-38,532
-35% -$3.64M ﹤0.01% 2046
2023
Q4 		$10.9M Sell
108,599
-20,551
-16% -$1.72M ﹤0.01% 1643
2023
Q3 		$10.9M Sell
129,150
-2,483
-2% -$218K ﹤0.01% 1499
2023
Q2 		$11.9M Buy
131,633
+1,403
+1% +$124K ﹤0.01% 1476
2023
Q1 		$11.6M Buy
130,230
+29,709
+30% +$2.82M ﹤0.01% 1478
2022
Q4 		$9.11M Buy
100,521
+22,626
+29% +$2.09M ﹤0.01% 1613
2022
Q3 		$6.83M Buy
77,895
+5,266
+7% +$509K ﹤0.01% 1781
2022
Q2 		$6.97M Sell
72,629
-93,020
-56% -$9.88M ﹤0.01% 1828
2022
Q1 		$19.5M Buy
165,649
+87,282
+111% +$10.1M 0.01% 1320
2021
Q4 		$8.44M Sell
78,367
-119,172
-60% -$12.8M ﹤0.01% 2012
2021
Q3 		$19.7M Buy
197,539
+10,311
+6% +$1.04M ﹤0.01% 1671
2021
Q2 		$19.2M Buy
187,228
+80,449
+75% +$7.94M ﹤0.01% 1708
2021
Q1 		$9.52M Sell
106,779
-4,518
-4% -$368K ﹤0.01% 2236
2020
Q4 		$8.46M Sell
111,297
-3,621
-3% -$248K ﹤0.01% 2234
2020
Q3 		$6.71M Sell
114,918
-22,875
-17% -$1.32M ﹤0.01% 2228
2020
Q2 		$7.31M Sell
137,793
-133,602
-49% -$6.81M ﹤0.01% 2113
2020
Q1 		$13.6M Sell
271,395
-8,730
-3% -$592K ﹤0.01% 1477
2019
Q4 		$21.7M Sell
280,125
-4,568
-2% -$344K 0.01% 1404
2019
Q3 		$21M Buy
284,693
+5,424
+2% +$395K 0.01% 1406
2019
Q2 		$21.1M Sell
279,269
-16,192
-5% -$1.24M 0.01% 1448
2019
Q1 		$22.1M Buy
295,461
+16,352
+6% +$1.21M 0.01% 1382
2018
Q4 		$18.2M Sell
279,109
-12,645
-4% -$937K 0.01% 1430
2018
Q3 		$24.1M Sell
291,754
-25,857
-8% -$2.08M 0.01% 1390
2018
Q2 		$24.5M Sell
317,611
-159,370
-33% -$12.3M 0.01% 1349
2018
Q1 		$36M Sell
476,981
-33,293
-7% -$2.62M 0.01% 1085
2017
Q4 		$40.8M Sell
510,274
-4,148
-0.8% -$323K 0.01% 1009
2017
Q3 		$38.9M Sell
514,422
-14,559
-3% -$1.09M 0.01% 1016
2017
Q2 		$38.8M Buy
528,981
+66,666
+14% +$4.72M 0.01% 994
2017
Q1 		$34.6M Sell
462,315
-56,147
-11% -$4.24M 0.01% 1068
2016
Q4 		$37.3M Sell
518,462
-95,257
-16% -$6.35M 0.01% 976
2016
Q3 		$40.2M Buy
613,719
+14,216
+2% +$924K 0.01% 876
2016
Q2 		$38M Buy
599,503
+75,410
+14% +$4.78M 0.01% 897
2016
Q1 		$31.8M Sell
524,093
-618
-0.1% -$33.9K 0.01% 1010
2015
Q4 		$29.6M Sell
524,711
-17,309
-3% -$996K 0.01% 1072
2015
Q3 		$29.6M Sell
542,020
-71,516
-12% -$3.93M 0.01% 1043
2015
Q2 		$36.4M Sell
613,536
-267,957
-30% -$16.8M 0.01% 976
2015
Q1 		$52.9M Buy
881,493
+71,196
+9% +$4.42M 0.02% 767
2014
Q4 		$57.3M Buy
810,297
+63,763
+9% +$4.56M 0.02% 691
2014
Q3 		$55M Buy
746,534
+74,112
+11% +$5.57M 0.02% 694
2014
Q2 		$49.5M Buy
672,422
+60,816
+10% +$4.24M 0.02% 773
2014
Q1 		$41M Buy
611,606
+35,524
+6% +$2.31M 0.02% 860
2013
Q4 		$38.4M Buy
576,082
+4
+0% +$272 0.02% 880
2013
Q3 		$38.5M Buy
576,078
+84,942
+17% +$5.33M 0.02% 824
2013
Q2 		$28.5M Buy
+491,136
New +$29.8M 0.01% 931

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

Wells Fargo's BMO Position: Q1 2026 in Review

Wells Fargo reduced its Bank of Montreal (BMO) stake by 21% in Q1 2026, selling an estimated $10.5M and leaving 290,295 shares worth $39.3M. The position accounts for 0.01% of the portfolio, ranked #1088.

Wells Fargo first reported a position in BMO in Q2 2013 and has held it in 52 quarters since. The position peaked at $61.2M in Q3 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Wells Fargo held 290,295 shares of Bank of Montreal worth $39.3M as of Q1 2026.
  • Wells Fargo sold 75,554 Bank of Montreal shares in Q1 2026, an estimated $10.5M.
  • Bank of Montreal made up 0.01% of Wells Fargo's portfolio in Q1 2026, its #1088 holding.
  • Wells Fargo first reported a position in Bank of Montreal in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's Bank of Montreal position peaked at $61.2M in Q3 2025.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.