Bridges Investment Management’s Bank of Montreal BMO Stock Holding History

Bridges Investment Management’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	$271K	Hold	2,000	–	–	﹤0.01%	353
2025 Q4	$260K	Hold	2,000	–	–	﹤0.01%	371
2025 Q3	$261K	Hold	2,000	–	–	﹤0.01%	369
2025 Q2	$221K	Buy	+2,000	New	+$202K	﹤0.01%	390
2022 Q2	–	Sell	-2,000	Closed	-$236K	–	214
2022 Q1	$236K	Hold	2,000	–	–	0.01%	210
2021 Q4	$215K	Buy	+2,000	New	+$216K	0.01%	218
2021 Q3	–	Sell	-2,000	Closed	-$205K	–	222
2021 Q2	$205K	Buy	+2,000	New	+$197K	0.01%	221

Other funds holding BMO

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Bank of Montreal

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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