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Bell Investment Advisors’s Bank of Montreal BMO Stock Holding History

Bell Investment 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
Q1 		$3.11K Hold
23
– – ﹤0.01% 1151
2025
Q4 		$2.99K Sell
23
-4
-15% -$507 ﹤0.01% 1198
2025
Q3 		$3.52K Buy
27
+4
+17% +$474 ﹤0.01% 1089
2025
Q2 		$2.54K Buy
23
+18
+360% +$1.81K ﹤0.01% 1273
2025
Q1 		$478 Sell
5
-7
-58% -$692 ﹤0.01% 1771
2024
Q4 		$1.17K Buy
12
+7
+140% +$662 ﹤0.01% 1537
2024
Q3 		$451 Hold
5
– – ﹤0.01% 1800
2024
Q2 		$420 Buy
+5
New +$454 ﹤0.01% 1862
2023
Q4 		– Sell
-39
Closed -$3.29K – 1923
2023
Q3 		$3.29K Buy
39
+26
+200% +$2.29K ﹤0.01% 1024
2023
Q2 		$1.18K Sell
13
-16
-55% -$1.41K ﹤0.01% 1541
2023
Q1 		$2.58K Sell
29
-36
-55% -$3.42K ﹤0.01% 1115
2022
Q4 		$5.89K Hold
65
– – ﹤0.01% 722
2022
Q3 		$6K Hold
65
– – ﹤0.01% 573
2022
Q2 		$6K Buy
+65
New +$6.91K ﹤0.01% 598
2021
Q4 		$2K Sell
23
-28
-55% -$3.02K ﹤0.01% 1100
2021
Q3 		$5K Buy
+51
New +$5.13K ﹤0.01% 690

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