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 Q2	$4.07K	Hold	23	–	–	﹤0.01%	1064
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 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

Bell Investment Advisors's BMO Position: Q2 2026 in Review

Bell Investment Advisors held its Bank of Montreal (BMO) position steady in Q2 2026 at 23 shares worth $4.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1064.

Bell Investment Advisors first reported a position in BMO in Q3 2021 and has held it in 17 quarters since. The position peaked at $6K in Q3 2022. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Bell Investment Advisors held 23 shares of Bank of Montreal worth $4.07K as of Q2 2026.
Bell Investment Advisors left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1064 holding.
Bell Investment Advisors first reported a position in Bank of Montreal in Q3 2021 and has held it in 17 quarters since.
Bell Investment Advisors's Bank of Montreal position peaked at $6K in Q3 2022.
659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.