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 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

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

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