West Family Investments’s Bank of Montreal BMO Stock Holding History

West Family Investments’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	$422K	Buy	2,388 +205	+9%	+$32.2K	0.12%	229
2026 Q1	$295K	Sell	2,183 -1,671	-43%	-$232K	0.1%	177
2025 Q4	$500K	Hold	3,854	–	–	0.12%	164
2025 Q3	$502K	Buy	3,854 +44	+1%	+$5.21K	0.11%	176
2025 Q2	$422K	Buy	3,810 +1,533	+67%	+$154K	0.11%	197
2025 Q1	$217K	Hold	2,277	–	–	0.08%	224
2024 Q4	$221K	Sell	2,277 -97	-4%	-$9.17K	0.08%	248
2024 Q3	$214K	Buy	+2,374	New	+$203K	0.07%	263
2023 Q4	–	Sell	-2,654	Closed	-$224K	–	245
2023 Q3	$224K	Buy	+2,654	New	+$233K	0.08%	197
2022 Q2	–	Sell	-2,420	Closed	-$285K	–	243
2022 Q1	$285K	Buy	2,420 +71	+3%	+$8.23K	0.08%	198
2021 Q4	$253K	Sell	2,349 -301	-11%	-$32.4K	0.07%	244
2021 Q3	$264K	Sell	2,650 -55	-2%	-$5.54K	0.07%	238
2021 Q2	$277K	Buy	+2,705	New	+$267K	0.08%	246

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

West Family Investments's BMO Position: Q2 2026 in Review

West Family Investments increased its Bank of Montreal (BMO) stake by 9.4% in Q2 2026, buying an estimated $32.2K and bringing the position to 2,388 shares worth $422K. The position accounts for 0.12% of the portfolio, ranked #229.

West Family Investments first reported a position in BMO in Q2 2021 and has held it in 13 quarters since. The position peaked at $502K in Q3 2025. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

West Family Investments held 2,388 shares of Bank of Montreal worth $422K as of Q2 2026.
West Family Investments bought 205 Bank of Montreal shares in Q2 2026, an estimated $32.2K.
Bank of Montreal made up 0.12% of West Family Investments's portfolio in Q2 2026, its #229 holding.
West Family Investments first reported a position in Bank of Montreal in Q2 2021 and has held it in 13 quarters since.
West Family Investments's Bank of Montreal position peaked at $502K in Q3 2025.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.