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 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

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

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