Country Trust Bank’s Bank of Montreal BMO Stock Holding History

Country Trust Bank’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	$8.39K	Sell	62 -31	-33%	-$4.31K	﹤0.01%	355
2025 Q4	$12.1K	Sell	93 -100	-52%	-$12.7K	﹤0.01%	311
2025 Q3	$25.1K	Buy	193 +34	+21%	+$4.03K	﹤0.01%	245
2025 Q2	$17.6K	Buy	+159	New	+$16K	﹤0.01%	258
2020 Q1	–	Sell	-800	Closed	-$62K	–	284
2019 Q4	$62K	Hold	800	–	–	﹤0.01%	147
2019 Q3	$59K	Hold	800	–	–	﹤0.01%	150
2019 Q2	$60K	Hold	800	–	–	﹤0.01%	144
2019 Q1	$60K	Hold	800	–	–	﹤0.01%	147
2018 Q4	$52K	Buy	+800	New	+$59.3K	﹤0.01%	154

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