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 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

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

Addison Advisors's BMO Position: Q2 2026 in Review

Addison Advisors reduced its Bank of Montreal (BMO) stake by 79% in Q2 2026, selling an estimated $16.3K and leaving 28 shares worth $4.95K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Addison Advisors first reported a position in BMO in Q2 2024 and has held it in 9 quarters since. The position peaked at $32.9K in Q1 2025. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Addison Advisors held 28 shares of Bank of Montreal worth $4.95K as of Q2 2026.
Addison Advisors sold 104 Bank of Montreal shares in Q2 2026, an estimated $16.3K.
Bank of Montreal made up ﹤0.01% of Addison Advisors's portfolio in Q2 2026, its #490 holding.
Addison Advisors first reported a position in Bank of Montreal in Q2 2024 and has held it in 9 quarters since.
Addison Advisors's Bank of Montreal position peaked at $32.9K in Q1 2025.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.