Manning & Napier Group's BMO Position Overview
Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 34,938 shares of Bank of Montreal (BMO) worth $6.17 M, representing 0.08% of the portfolio. First purchased in 2026-Q2, this recently established position has been held for 1 quarters.
Based on recent 13F filings, Manning & Napier Group has initiated a new position in BMO, representing a fresh investment thesis on this company. Insufficient history to summarize additions or reductions.
Analysis based on 13F filings available since 2013 Q2
Manning & Napier Group's Bank of Montreal (BMO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Bank of Montreal (BMO) Trades by Manning & Napier Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +34,938 | New Buy | 34,938 | $176.70 |
Manning & Napier Group's Bank of Montreal Investment FAQs
Manning & Napier Group first purchased Bank of Montreal (BMO) in Q2 2026, acquiring 34,938 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Manning & Napier Group has held Bank of Montreal (BMO) for 1 quarters since Q2 2026.
Manning & Napier Group's largest addition to Bank of Montreal (BMO) was in Q2 2026, adding 34,938 shares worth $6.17 M.
According to the latest 13F filing for Q2 2026, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 34,938 shares of Bank of Montreal (BMO), valued at approximately $6.17 M.
As of the Q2 2026 filing, Bank of Montreal (BMO) represents approximately 0.08% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings.
Manning & Napier Group's peak holding in Bank of Montreal (BMO) was 34,938 shares, as reported at the end of Q2 2026.