Addison Advisors’s Bank of Montreal BMO Stock Holding History

Addison Advisors’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 Q3	$4.68K	Hold	28	–	–	﹤0.01%	520
2026 Q2	$4.95K	Sell	28 -104	-79%	-$16.3K	﹤0.01%	490
2026 Q1	$17.9K	Hold	132	–	–	﹤0.01%	572
2025 Q4	$17.1K	Sell	132 -48	-27%	-$6.08K	﹤0.01%	560
2025 Q3	$23.4K	Buy	180 +48	+36%	+$5.68K	0.01%	525
2025 Q2	$14.6K	Sell	132 -212	-62%	-$21.4K	﹤0.01%	575
2025 Q1	$32.9K	Buy	344 +11	+3%	+$1.09K	0.01%	431
2024 Q4	$32.3K	Buy	333 +246	+283%	+$23.3K	0.01%	433
2024 Q3	$7.85K	Sell	87 -71	-45%	-$6.06K	﹤0.01%	619
2024 Q2	$13.2K	Buy	+158	New	+$14.3K	﹤0.01%	529

Other funds holding BMO

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Addison Advisors's BMO Position: Q3 2026 in Review

Addison Advisors held its Bank of Montreal (BMO) position steady in Q3 2026 at 28 shares worth $4.68K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Addison Advisors first reported a position in BMO in Q2 2024 and has held it in 10 quarters since. The position peaked at $32.9K in Q1 2025. 567 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

Addison Advisors held 28 shares of Bank of Montreal worth $4.68K as of Q3 2026.
Addison Advisors left its Bank of Montreal share count unchanged in Q3 2026.
Bank of Montreal made up ﹤0.01% of Addison Advisors's portfolio in Q3 2026, its #520 holding.
Addison Advisors first reported a position in Bank of Montreal in Q2 2024 and has held it in 10 quarters since.
Addison Advisors's Bank of Montreal position peaked at $32.9K in Q1 2025.
567 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on Addison Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.