Yousif Capital Management’s Bank of Montreal BMO Stock Holding History

Yousif Capital Management’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	$230K	Sell	1,299 -4,752	-79%	-$747K	﹤0.01%	1574
2026 Q1	$819K	Hold	6,051	–	–	0.01%	1157
2025 Q4	$813K	Sell	6,051 -2,230	-27%	-$282K	0.01%	1184
2025 Q3	$1.08M	Sell	8,281 -2,020	-20%	-$239K	0.01%	1062
2025 Q2	$1.14M	Buy	10,301 +710	+7%	+$71.6K	0.01%	1062
2025 Q1	$916K	Hold	9,591	–	–	0.01%	1158
2024 Q4	$931K	Sell	9,591 -1,155	-11%	-$109K	0.01%	1191
2024 Q3	$969K	Sell	10,746 -896	-8%	-$76.4K	0.01%	1196
2024 Q2	$976K	Sell	11,642 -935	-7%	-$84.9K	0.01%	1149
2024 Q1	$1.23M	Buy	12,577 +60	+0.5%	+$5.66K	0.01%	1090
2023 Q4	$1.24M	Buy	12,517 +750	+6%	+$62.6K	0.01%	1110
2023 Q3	$993K	Buy	11,767 +180	+2%	+$15.8K	0.01%	1143
2023 Q2	$1.05M	Buy	11,587 +100	+0.9%	+$8.84K	0.01%	1126
2023 Q1	$1.02M	Hold	11,487	–	–	0.01%	1136
2022 Q4	$1.04M	Hold	11,487	–	–	0.01%	1136
2022 Q3	$1.01M	Buy	11,487 +1,530	+15%	+$148K	0.01%	1181
2022 Q2	$958K	Sell	9,957 -70	-0.7%	-$7.44K	0.01%	1255
2022 Q1	$1.18M	Hold	10,027	–	–	0.01%	1278
2021 Q4	$1.08M	Buy	+10,027	New	+$1.08M	0.01%	1339

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

Yousif Capital Management's BMO Position: Q2 2026 in Review

Yousif Capital Management reduced its Bank of Montreal (BMO) stake by 79% in Q2 2026, selling an estimated $747K and leaving 1,299 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1574.

Yousif Capital Management first reported a position in BMO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.24M in Q4 2023. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Yousif Capital Management held 1,299 shares of Bank of Montreal worth $230K as of Q2 2026.
Yousif Capital Management sold 4,752 Bank of Montreal shares in Q2 2026, an estimated $747K.
Bank of Montreal made up ﹤0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1574 holding.
Yousif Capital Management first reported a position in Bank of Montreal in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's Bank of Montreal position peaked at $1.24M in Q4 2023.
659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.