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Y-Intercept (HK)’s Bank of Montreal BMO Stock Holding History

Y-Intercept (HK)’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 		– Sell
-43,209
Closed -$5.85M – 1733
2026
Q1 		$5.85M Buy
+43,209
New +$6M 0.11% 269
2025
Q3 		– Sell
-8,076
Closed -$893K – 1586
2025
Q2 		$893K Buy
+8,076
New +$814K 0.02% 988
2025
Q1 		– Sell
-5,548
Closed -$538K – 1216
2024
Q4 		$538K Sell
5,548
-9,127
-62% -$863K 0.04% 690
2024
Q3 		$1.32M Sell
14,675
-1,913
-12% -$163K 0.08% 331
2024
Q2 		$1.39M Buy
+16,588
New +$1.51M 0.08% 362
2022
Q4 		– Sell
-17,574
Closed -$1.54M – 1013
2022
Q3 		$1.54M Buy
17,574
+4,754
+37% +$460K 0.15% 204
2022
Q2 		$1.23M Buy
+12,820
New +$1.36M 0.16% 178
2022
Q1 		– Sell
-2,843
Closed -$306K – 728
2021
Q4 		$306K Sell
2,843
-1,058
-27% -$114K 0.07% 395
2021
Q3 		$389K Sell
3,901
-733
-16% -$73.8K 0.07% 402
2021
Q2 		$475K Buy
4,634
+558
+14% +$55.1K 0.12% 275
2021
Q1 		$365K Buy
4,076
+611
+18% +$49.8K 0.1% 332
2020
Q4 		$262K Buy
+3,465
New +$237K 0.11% 358

Other funds holding BMO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return

Y-Intercept (HK)'s BMO Position: Q2 2026 in Review

Y-Intercept (HK) sold out of Bank of Montreal (BMO) in Q2 2026, closing a stake of 43,209 shares — an estimated $5.85M sold.

Y-Intercept (HK) first reported a position in BMO in Q4 2020 and held it in 12 quarters. The position peaked at $5.85M in Q1 2026. 146 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Y-Intercept (HK) reported no remaining Bank of Montreal position as of Q2 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 43,209 Bank of Montreal shares in Q2 2026, an estimated $5.85M.
  • Y-Intercept (HK) first reported a position in Bank of Montreal in Q4 2020 and held it in 12 quarters.
  • Y-Intercept (HK)'s Bank of Montreal position peaked at $5.85M in Q1 2026.
  • 146 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.