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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

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

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. 133 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.
  • 133 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.