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Ameritas Advisory Services’s Bank of Montreal BMO Stock Holding History

Ameritas Advisory Services’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
Q1 		$241K Sell
1,779
-22
-1% -$3.06K 0.01% 854
2025
Q4 		$234K Sell
1,801
-498
-22% -$63.1K 0.01% 849
2025
Q3 		$299K Buy
2,299
+393
+21% +$46.5K 0.02% 518
2025
Q2 		$211K Sell
1,906
-745
-28% -$75.1K 0.01% 723
2025
Q1 		$257K Hold
2,651
– – 0.01% 739
2024
Q4 		$257K Buy
2,651
+38
+1% +$3.59K 0.01% 757
2024
Q3 		$236K Buy
2,613
+3
+0.1% +$256 0.01% 757
2024
Q2 		$219K Buy
2,610
+42
+2% +$3.81K 0.01% 832
2024
Q1 		$233K Sell
2,568
-46
-2% -$4.34K 0.01% 784
2023
Q4 		$247K Buy
+2,614
New +$218K 0.01% 610
2023
Q2 		– Sell
-2,520
Closed -$225K – 773
2023
Q1 		$225K Sell
2,520
-786
-24% -$74.6K 0.01% 731
2022
Q4 		$300K Buy
3,306
+635
+24% +$58.8K 0.01% 712
2022
Q3 		$234K Buy
2,671
+29
+1% +$2.8K 0.01% 667
2022
Q2 		$254K Buy
2,642
+36
+1% +$3.83K 0.01% 676
2022
Q1 		$307K Buy
2,606
+220
+9% +$25.5K 0.01% 654
2021
Q4 		$257K Buy
+2,386
New +$257K 0.01% 697

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return