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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
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 $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 $123B AUM 34.51% 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

Choreo LLC's BMO Position: Q1 2026 in Review

Choreo LLC reduced its Bank of Montreal (BMO) stake by 12% in Q1 2026, selling an estimated $29.7K and leaving 1,580 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Choreo LLC first reported a position in BMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $356K in Q3 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Choreo LLC held 1,580 shares of Bank of Montreal worth $214K as of Q1 2026.
  • Choreo LLC sold 214 Bank of Montreal shares in Q1 2026, an estimated $29.7K.
  • Bank of Montreal made up ﹤0.01% of Choreo LLC's portfolio in Q1 2026, its #1440 holding.
  • Choreo LLC first reported a position in Bank of Montreal in Q4 2024 and has held it in 6 quarters since.
  • Choreo LLC's Bank of Montreal position peaked at $356K in Q3 2025.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.