Benjamin Edwards Inc’s Bank of Montreal BMO Stock Holding History

Benjamin Edwards Inc’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	$860K	Sell	4,868 -3,741	-43%	-$588K	0.01%	857
2026 Q1	$1.17M	Buy	8,609 +1,630	+23%	+$226K	0.01%	707
2025 Q4	$906K	Sell	6,979 -1,603	-19%	-$203K	0.01%	745
2025 Q3	$1.12M	Buy	8,582 +129	+2%	+$15.3K	0.01%	649
2025 Q2	$935K	Buy	8,453 +1,456	+21%	+$147K	0.01%	650
2025 Q1	$668K	Buy	6,997 +352	+5%	+$34.8K	0.01%	708
2024 Q4	$645K	Buy	6,645 +2,684	+68%	+$254K	0.01%	750
2024 Q3	$357K	Buy	+3,961	New	+$338K	0.01%	908

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

Benjamin Edwards Inc's BMO Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Bank of Montreal (BMO) stake by 43% in Q2 2026, selling an estimated $588K and leaving 4,868 shares worth $860K. The position accounts for 0.01% of the portfolio, ranked #857.

Benjamin Edwards Inc first reported a position in BMO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.17M in Q1 2026. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Benjamin Edwards Inc held 4,868 shares of Bank of Montreal worth $860K as of Q2 2026.
Benjamin Edwards Inc sold 3,741 Bank of Montreal shares in Q2 2026, an estimated $588K.
Bank of Montreal made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #857 holding.
Benjamin Edwards Inc first reported a position in Bank of Montreal in Q3 2024 and has held it in 8 quarters since.
Benjamin Edwards Inc's Bank of Montreal position peaked at $1.17M in Q1 2026.
659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.