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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
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
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
VCM
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