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Brighton Jones LLC’s Bank of Montreal BMO Stock Holding History

Brighton Jones LLC’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 		$487K Buy
+3,600
New +$500K 0.01% 707
2025
Q4 		– Sell
-3,552
Closed -$463K – 160
2025
Q3 		$463K Buy
3,552
+245
+7% +$29K 0.01% 654
2025
Q2 		$366K Buy
3,307
+42
+1% +$4.23K 0.01% 646
2025
Q1 		$312K Sell
3,265
-6
-0.2% -$593 0.01% 525
2024
Q4 		$317K Sell
3,271
-116
-3% -$11K 0.01% 505
2024
Q3 		$306K Sell
3,387
-273
-7% -$23.3K 0.01% 426
2024
Q2 		$307K Buy
3,660
+54
+1% +$4.9K 0.01% 472
2024
Q1 		$352K Buy
3,606
+4
+0.1% +$378 0.01% 424
2023
Q4 		$356K Buy
3,602
+75
+2% +$6.26K 0.02% 404
2023
Q3 		$298K Buy
3,527
+140
+4% +$12.3K 0.02% 404
2023
Q2 		$306K Buy
3,387
+43
+1% +$3.8K 0.02% 391
2023
Q1 		$298K Sell
3,344
-269
-7% -$25.5K 0.02% 381
2022
Q4 		$327K Buy
3,613
+243
+7% +$22.5K 0.02% 320
2022
Q3 		$295K Sell
3,370
-1
-0% -$97 0.02% 336
2022
Q2 		$324K Sell
3,371
-195
-5% -$20.7K 0.02% 322
2022
Q1 		$421K Buy
3,566
+27
+0.8% +$3.13K 0.02% 306
2021
Q4 		$381K Sell
3,539
-195
-5% -$21K 0.02% 323
2021
Q3 		$372K Buy
3,734
+268
+8% +$27K 0.02% 319
2021
Q2 		$355K Sell
3,466
-200
-5% -$19.7K 0.02% 318
2021
Q1 		$327K Hold
3,666
– – 0.02% 295
2020
Q4 		$279K Sell
3,666
-366
-9% -$25.1K 0.02% 304
2020
Q3 		$236K Hold
4,032
– – 0.02% 288
2020
Q2 		$214K Sell
4,032
-15
-0.4% -$765 0.02% 269
2020
Q1 		$203K Hold
4,047
– – 0.02% 257
2019
Q4 		$314K Sell
4,047
-17
-0.4% -$1.28K 0.03% 235
2019
Q3 		$300K Hold
4,064
– – 0.04% 231
2019
Q2 		$307K Buy
4,064
+32
+0.8% +$2.45K 0.04% 216
2019
Q1 		$302K Hold
4,032
– – 0.04% 224
2018
Q4 		$263K Buy
+4,032
New +$299K 0.04% 209

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 $115B AUM 41.58% 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

Brighton Jones LLC's BMO Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in Bank of Montreal (BMO) in Q1 2026: 3,600 shares worth $487K. The stake represents 0.01% of the portfolio and ranks #707 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in BMO as recently as Q3 2025.

Brighton Jones LLC first reported a position in BMO in Q4 2018 and has held it in 29 quarters since. 636 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Brighton Jones LLC held 3,600 shares of Bank of Montreal worth $487K as of Q1 2026.
  • Bank of Montreal was a new Brighton Jones LLC position in Q1 2026.
  • Bank of Montreal made up 0.01% of Brighton Jones LLC's portfolio in Q1 2026, its #707 holding.
  • Brighton Jones LLC first reported a position in Bank of Montreal in Q4 2018 and has held it in 29 quarters since.
  • 636 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.