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Choreo LLC’s Bank of Montreal BMO Stock Holding History

Choreo 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
Q2 		$237K Sell
1,342
-238
-15% -$37.4K ﹤0.01% 1462
2026
Q1 		$214K Sell
1,580
-214
-12% -$29.7K ﹤0.01% 1440
2025
Q4 		$234K Sell
1,794
-941
-34% -$119K ﹤0.01% 1369
2025
Q3 		$356K Buy
2,735
+95
+4% +$11.2K ﹤0.01% 1125
2025
Q2 		$292K Buy
2,640
+462
+21% +$46.6K ﹤0.01% 1196
2025
Q1 		$208K Buy
2,178
+50
+2% +$4.95K ﹤0.01% 1296
2024
Q4 		$206K Buy
+2,128
New +$201K ﹤0.01% 1413

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Choreo LLC's BMO Position: Q2 2026 in Review

Choreo LLC reduced its Bank of Montreal (BMO) stake by 15% in Q2 2026, selling an estimated $37.4K and leaving 1,342 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1462.

Choreo LLC first reported a position in BMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $356K in Q3 2025. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Choreo LLC held 1,342 shares of Bank of Montreal worth $237K as of Q2 2026.
  • Choreo LLC sold 238 Bank of Montreal shares in Q2 2026, an estimated $37.4K.
  • Bank of Montreal made up ﹤0.01% of Choreo LLC's portfolio in Q2 2026, its #1462 holding.
  • Choreo LLC first reported a position in Bank of Montreal in Q4 2024 and has held it in 7 quarters since.
  • Choreo LLC's Bank of Montreal position peaked at $356K in Q3 2025.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.