Bank of Montreal
BDYN

Bank of Montreal’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Bank of Montreal’s Portfolio BDYN Stock Details BDYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$187K Sell
7,676
-523
-6% -$13.4K ﹤0.01% 2950
2025
Q4 		$212K Buy
+8,199
New +$210K ﹤0.01% 2814

Other funds holding BDYN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Bank of Montreal's BDYN Position: Q1 2026 in Review

Bank of Montreal reduced its iShares Dynamic Equity Active ETF (BDYN) stake by 6.4% in Q1 2026, selling an estimated $13.4K and leaving 7,676 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #2950.

Bank of Montreal first reported a position in BDYN in Q4 2025 and has held it in 2 quarters since. The position peaked at $212K in Q4 2025. 116 funds tracked by Wall St. Rank hold BDYN as of Q1 2026.

  • Bank of Montreal held 7,676 shares of iShares Dynamic Equity Active ETF worth $187K as of Q1 2026.
  • Bank of Montreal sold 523 iShares Dynamic Equity Active ETF shares in Q1 2026, an estimated $13.4K.
  • iShares Dynamic Equity Active ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2950 holding.
  • Bank of Montreal first reported a position in iShares Dynamic Equity Active ETF in Q4 2025 and has held it in 2 quarters since.
  • Bank of Montreal's iShares Dynamic Equity Active ETF position peaked at $212K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.