Bruce G. Allen Investments’s Bank of Montreal BMO Stock Holding History

Bruce G. Allen Investments’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	$31.5K	Hold	178	–	–	0.02%	344
2026 Q1	$24.1K	Hold	178	–	–	0.02%	370
2025 Q4	$23.1K	Hold	178	–	–	0.02%	382
2025 Q3	$23.2K	Hold	178	–	–	0.02%	382
2025 Q2	$19.7K	Hold	178	–	–	0.01%	395
2025 Q1	$17K	Hold	178	–	–	0.01%	396
2024 Q4	$17.3K	Hold	178	–	–	0.01%	403
2024 Q3	$16.1K	Sell	178 -81	-31%	-$6.91K	0.01%	417
2024 Q2	$21.7K	Hold	259	–	–	0.02%	360
2024 Q1	$25.3K	Buy	259 +77	+42%	+$7.27K	0.02%	352
2023 Q4	$18K	Buy	+182	New	+$15.2K	0.02%	384

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

Bruce G. Allen Investments's BMO Position: Q2 2026 in Review

Bruce G. Allen Investments held its Bank of Montreal (BMO) position steady in Q2 2026 at 178 shares worth $31.5K. The position accounts for 0.02% of the portfolio, ranked #344.

Bruce G. Allen Investments first reported a position in BMO in Q4 2023 and has held it in 11 quarters since. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Bruce G. Allen Investments held 178 shares of Bank of Montreal worth $31.5K as of Q2 2026.
Bruce G. Allen Investments left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up 0.02% of Bruce G. Allen Investments's portfolio in Q2 2026, its #344 holding.
Bruce G. Allen Investments first reported a position in Bank of Montreal in Q4 2023 and has held it in 11 quarters since.
659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.