Bank of Montreal
RTH icon

Bank of Montreal’s VanEck Retail ETF RTH Stock Holding History

Bank of Montreal’s Portfolio RTH Stock Details RTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.27K Hold
25
– – ﹤0.01% 3609
2025
Q4 		$6.28K Buy
+25
New +$6.27K ﹤0.01% 3468
2016
Q1 		– Sell
-159
Closed -$12K – 4372
2015
Q4 		$12K Buy
+159
New +$12.3K ﹤0.01% 3569

Other funds holding RTH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of Montreal held its VanEck Retail ETF (RTH) position steady in Q1 2026 at 25 shares worth $6.27K. The position accounts for ﹤0.01% of the portfolio, ranked #3609.

Bank of Montreal first reported a position in RTH in Q4 2015 and has held it in 3 quarters since. The position peaked at $12K in Q4 2015. 77 funds tracked by Wall St. Rank hold RTH as of Q1 2026.

  • Bank of Montreal held 25 shares of VanEck Retail ETF worth $6.27K as of Q1 2026.
  • Bank of Montreal left its VanEck Retail ETF share count unchanged in Q1 2026.
  • VanEck Retail ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3609 holding.
  • Bank of Montreal first reported a position in VanEck Retail ETF in Q4 2015 and has held it in 3 quarters since.
  • Bank of Montreal's VanEck Retail ETF position peaked at $12K in Q4 2015.
  • 77 funds tracked by Wall St. Rank held VanEck Retail ETF as of Q1 2026.

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