Zurich Cantonal Bank
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Zurich Cantonal Bank’s Bank of Montreal BMO Stock Holding History

Zurich Cantonal Bank’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 		$76.1M Buy
430,916
+121,499
+39% +$19.1M 0.15% 117
2026
Q1 		$41.8M Buy
309,417
+9,499
+3% +$1.32M 0.09% 184
2025
Q4 		$39M Buy
299,918
+8,734
+3% +$1.11M 0.08% 194
2025
Q3 		$38M Sell
291,184
-15,755
-5% -$1.87M 0.09% 193
2025
Q2 		$33.9M Buy
306,939
+1,018
+0.3% +$103K 0.08% 217
2025
Q1 		$29.2M Buy
305,921
+14,583
+5% +$1.44M 0.08% 209
2024
Q4 		$28.3M Buy
291,338
+19,147
+7% +$1.81M 0.08% 220
2024
Q3 		$24.6M Buy
272,191
+7,759
+3% +$662K 0.07% 239
2024
Q2 		$22.2M Buy
264,432
+33,078
+14% +$3M 0.07% 240
2024
Q1 		$22.6M Buy
231,354
+4,613
+2% +$436K 0.08% 230
2023
Q4 		$22.5M Buy
226,741
+4,837
+2% +$404K 0.09% 201
2023
Q3 		$18.8M Buy
221,904
+7,980
+4% +$701K 0.08% 214
2023
Q2 		$19.3M Buy
213,924
+16,565
+8% +$1.46M 0.09% 217
2023
Q1 		$17.6M Buy
197,359
+4,514
+2% +$428K 0.09% 223
2022
Q4 		$17.5M Buy
192,845
+32,769
+20% +$3.03M 0.09% 210
2022
Q3 		$14.1M Sell
160,076
-30,306
-16% -$2.93M 0.08% 222
2022
Q2 		$18.3M Sell
190,382
-18,505
-9% -$1.97M 0.11% 182
2022
Q1 		$24.6M Buy
208,887
+34,071
+19% +$3.95M 0.12% 157
2021
Q4 		$18.6M Sell
174,816
-31,959
-15% -$3.44M 0.09% 209
2021
Q3 		$20.6M Buy
206,775
+45,655
+28% +$4.6M 0.11% 178
2021
Q2 		$16.7M Sell
161,120
-2,007
-1% -$198K 0.09% 215
2021
Q1 		$14.5M Buy
163,127
+102
+0.1% +$8.32K 0.09% 220
2020
Q4 		$12.4M Buy
163,025
+12,405
+8% +$849K 0.08% 250
2020
Q3 		$8.78M Buy
150,620
+21,010
+16% +$1.22M 0.06% 288
2020
Q2 		$6.93M Sell
129,610
-23,964
-16% -$1.22M 0.06% 302
2020
Q1 		$7.67M Buy
153,574
+13,485
+10% +$914K 0.07% 277
2019
Q4 		$10.9M Buy
140,089
+1,906
+1% +$143K 0.08% 262
2019
Q3 		$10.2M Buy
138,183
+8,373
+6% +$610K 0.09% 264
2019
Q2 		$9.83M Sell
129,810
-2,143
-2% -$164K 0.08% 265
2019
Q1 		$9.88M Sell
131,953
-33,806
-20% -$2.5M 0.09% 256
2018
Q4 		$10.8M Sell
165,759
-25,177
-13% -$1.87M 0.11% 211
2018
Q3 		$15.7M Buy
190,936
+57,397
+43% +$4.62M 0.13% 179
2018
Q2 		$10.3M Sell
133,539
-6,113
-4% -$471K 0.09% 264
2018
Q1 		$10.5M Sell
139,652
-217
-0.2% -$17.1K 0.1% 253
2017
Q4 		$11.1M Sell
139,869
-132,715
-49% -$10.3M 0.1% 242
2017
Q3 		$20.6M Sell
272,584
-8,468
-3% -$632K 0.19% 118
2017
Q2 		$20.6M Sell
281,052
-17,902
-6% -$1.27M 0.2% 116
2017
Q1 		$22.3M Buy
298,954
+21,088
+8% +$1.59M 0.22% 105
2016
Q4 		$20M Buy
277,866
+41,833
+18% +$2.79M 0.21% 115
2016
Q3 		$15.4M Sell
236,033
-127,475
-35% -$8.28M 0.16% 139
2016
Q2 		$22.9M Sell
363,508
-7,254
-2% -$460K 0.3% 75
2016
Q1 		$22.6M Buy
370,762
+40,396
+12% +$2.21M 0.29% 76
2015
Q4 		$18.6M Buy
330,366
+231,466
+234% +$13.3M 0.24% 90
2015
Q3 		$5.37M Buy
98,900
+3,688
+4% +$203K 0.08% 245
2015
Q2 		$5.64M Buy
95,212
+2,000
+2% +$126K 0.08% 255
2015
Q1 		$5.59M Buy
93,212
+14,037
+18% +$871K 0.08% 252
2014
Q4 		$5.52M Buy
79,175
+1,181
+2% +$84.5K 0.17% 139
2014
Q3 		$5.23M Buy
77,994
+73
+0.1% +$5.49K 0.17% 132
2014
Q2 		$4.54M Buy
77,921
+3,910
+5% +$273K 0.13% 179
2014
Q1 		$3.89M Buy
74,011
+6,658
+10% +$432K 0.12% 189
2013
Q4 		$3.56M Buy
67,353
+1,152
+2% +$78.4K 0.12% 206
2013
Q3 		$3.63M Sell
66,201
-2,317
-3% -$145K 0.13% 175
2013
Q2 		$3.54M Buy
+68,518
New +$4.15M 0.12% 166

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Zurich Cantonal Bank's BMO Position: Q2 2026 in Review

Zurich Cantonal Bank increased its Bank of Montreal (BMO) stake by 39% in Q2 2026, buying an estimated $19.1M and bringing the position to 430,916 shares worth $76.1M. The position accounts for 0.15% of the portfolio, ranked #117.

Zurich Cantonal Bank first reported a position in BMO in Q2 2013 and has held it in 53 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Zurich Cantonal Bank held 430,916 shares of Bank of Montreal worth $76.1M as of Q2 2026.
  • Zurich Cantonal Bank bought 121,499 Bank of Montreal shares in Q2 2026, an estimated $19.1M.
  • Bank of Montreal made up 0.15% of Zurich Cantonal Bank's portfolio in Q2 2026, its #117 holding.
  • Zurich Cantonal Bank first reported a position in Bank of Montreal in Q2 2013 and has held it in 53 quarters since.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.