Xponance’s Bank of Montreal BMO Stock Holding History

Xponance’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	-4,489	Closed	-$584K	–	1695
2025 Q4	$584K	Buy	+4,489	New	+$568K	﹤0.01%	899
2021 Q1	–	Sell	-6,696	Closed	-$509K	–	1029
2020 Q4	$509K	Hold	6,696	–	–	0.01%	731
2020 Q3	$390K	Hold	6,696	–	–	0.01%	755
2020 Q2	$355K	Buy	+6,696	New	+$341K	0.01%	761

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Xponance's BMO Position: Q1 2026 in Review

Xponance sold out of Bank of Montreal (BMO) in Q1 2026, closing a stake of 4,489 shares — an estimated $584K sold.

Xponance first reported a position in BMO in Q2 2020 and held it in 4 quarters. The position peaked at $584K in Q4 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Xponance reported no remaining Bank of Montreal position as of Q1 2026 after selling out during the quarter.
Xponance sold 4,489 Bank of Montreal shares in Q1 2026, an estimated $584K.
Xponance first reported a position in Bank of Montreal in Q2 2020 and held it in 4 quarters.
Xponance's Bank of Montreal position peaked at $584K in Q4 2025.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Xponance's 13F filing for Q1 2026, filed 13 May 2026.