Blue Trust Inc’s Bank of Montreal BMO Stock Holding History

Blue Trust 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	$23.5K	Hold	133	–	–	﹤0.01%	1609
2026 Q1	$18K	Hold	133	–	–	﹤0.01%	1687
2025 Q4	$17.3K	Hold	133	–	–	﹤0.01%	1731
2025 Q3	$17.3K	Buy	133 +7	+6%	+$829	﹤0.01%	1704
2025 Q2	$13.9K	Hold	126	–	–	﹤0.01%	1796
2025 Q1	$12K	Hold	126	–	–	﹤0.01%	1815
2024 Q4	$12.2K	Sell	126 -542	-81%	-$51.2K	﹤0.01%	1763
2024 Q3	$56K	Buy	668 +451	+208%	+$38.5K	﹤0.01%	1512
2024 Q2	$21.2K	Buy	217 +91	+72%	+$8.26K	﹤0.01%	1634
2024 Q1	$12.3K	Sell	126 -303	-71%	-$28.6K	﹤0.01%	1386
2023 Q4	$36K	Buy	429 +48	+13%	+$4.01K	﹤0.01%	1049
2023 Q3	$34K	Hold	381	–	–	﹤0.01%	979
2023 Q2	$34K	Sell	381 -9	-2%	-$796	﹤0.01%	838
2023 Q1	$35K	Sell	390 -136	-26%	-$12.9K	﹤0.01%	1173
2022 Q4	$46K	Buy	526 +10	+2%	+$926	﹤0.01%	952
2022 Q3	$50K	Buy	516 +135	+35%	+$13.1K	﹤0.01%	751
2022 Q2	$45K	Buy	+381	New	+$40.5K	﹤0.01%	714

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

Blue Trust Inc's BMO Position: Q2 2026 in Review

Blue Trust Inc held its Bank of Montreal (BMO) position steady in Q2 2026 at 133 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1609.

Blue Trust Inc first reported a position in BMO in Q2 2022 and has held it in 17 quarters since. The position peaked at $56K in Q3 2024. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Blue Trust Inc held 133 shares of Bank of Montreal worth $23.5K as of Q2 2026.
Blue Trust Inc left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1609 holding.
Blue Trust Inc first reported a position in Bank of Montreal in Q2 2022 and has held it in 17 quarters since.
Blue Trust Inc's Bank of Montreal position peaked at $56K in Q3 2024.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.