BEI
BMO icon

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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B 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 $61.3B 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 $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B 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

Benjamin Edwards Inc's BMO Position: Q1 2026 in Review

Benjamin Edwards Inc increased its Bank of Montreal (BMO) stake by 23% in Q1 2026, buying an estimated $226K and bringing the position to 8,609 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #707.

Benjamin Edwards Inc first reported a position in BMO in Q3 2024 and has held it in 7 quarters since. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Benjamin Edwards Inc held 8,609 shares of Bank of Montreal worth $1.17M as of Q1 2026.
  • Benjamin Edwards Inc bought 1,630 Bank of Montreal shares in Q1 2026, an estimated $226K.
  • Bank of Montreal made up 0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #707 holding.
  • Benjamin Edwards Inc first reported a position in Bank of Montreal in Q3 2024 and has held it in 7 quarters since.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.