Colonial Trust Advisors’s Bank of Montreal BMO Stock Holding History

Colonial Trust Advisors’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	$7.07K	Hold	40	–	–	﹤0.01%	622
2026 Q1	$5.41K	Hold	40	–	–	﹤0.01%	599
2025 Q4	$5.19K	Hold	40	–	–	﹤0.01%	578
2025 Q3	$5.21K	Hold	40	–	–	﹤0.01%	568
2025 Q2	$4.42K	Hold	40	–	–	﹤0.01%	598
2025 Q1	$3.82K	Hold	40	–	–	﹤0.01%	586
2024 Q4	$3.88K	Hold	40	–	–	﹤0.01%	586
2024 Q3	$3.61K	Hold	40	–	–	﹤0.01%	647
2024 Q2	$3.35K	Hold	40	–	–	﹤0.01%	645
2024 Q1	$3.91K	Hold	40	–	–	﹤0.01%	730
2023 Q4	$3.96K	Hold	40	–	–	﹤0.01%	634
2023 Q3	$3.38K	Hold	40	–	–	﹤0.01%	657
2023 Q2	$3.61K	Hold	40	–	–	﹤0.01%	676
2023 Q1	$3.56K	Hold	40	–	–	﹤0.01%	664
2022 Q4	$3.62K	Buy	+40	New	+$3.7K	﹤0.01%	657

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

Colonial Trust Advisors's BMO Position: Q2 2026 in Review

Colonial Trust Advisors held its Bank of Montreal (BMO) position steady in Q2 2026 at 40 shares worth $7.07K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Colonial Trust Advisors first reported a position in BMO in Q4 2022 and has held it in 15 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Colonial Trust Advisors held 40 shares of Bank of Montreal worth $7.07K as of Q2 2026.
Colonial Trust Advisors left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #622 holding.
Colonial Trust Advisors first reported a position in Bank of Montreal in Q4 2022 and has held it in 15 quarters since.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.