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 Q2	$502K	Buy	2,842 +1,063	+60%	+$167K	0.01%	789
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 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

Ameritas Advisory Services's BMO Position: Q2 2026 in Review

Ameritas Advisory Services increased its Bank of Montreal (BMO) stake by 60% in Q2 2026, buying an estimated $167K and bringing the position to 2,842 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #789.

Ameritas Advisory Services first reported a position in BMO in Q4 2021 and has held it in 17 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Ameritas Advisory Services held 2,842 shares of Bank of Montreal worth $502K as of Q2 2026.
Ameritas Advisory Services bought 1,063 Bank of Montreal shares in Q2 2026, an estimated $167K.
Bank of Montreal made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #789 holding.
Ameritas Advisory Services first reported a position in Bank of Montreal in Q4 2021 and has held it in 17 quarters since.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.