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Credential Qtrade Securities’s Bank of Montreal BMO Stock Holding History

Credential Qtrade Securities’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
2024
Q1 		$92.8M Buy
950,068
+145,631
+18% +$13.7M 4.98% 3
2023
Q4 		$79.6M Buy
804,437
+3,529
+0.4% +$295K 4.75% 3
2023
Q3 		$67.6M Buy
800,908
+7,842
+1% +$689K 4.48% 3
2023
Q2 		$71.6M Buy
793,066
+39,739
+5% +$3.51M 4.51% 2
2023
Q1 		$67.1M Buy
753,327
+302,565
+67% +$28.7M 4.45% 2
2022
Q4 		$40.8M Buy
450,762
+289,251
+179% +$26.8M 2.93% 8
2022
Q3 		$14.2M Buy
161,511
+20,960
+15% +$2.03M 1.1% 26
2022
Q2 		$13.5M Buy
140,551
+110,529
+368% +$11.7M 0.97% 29
2022
Q1 		$3.53M Buy
30,022
+385
+1% +$44.6K 0.22% 61
2021
Q4 		$3.19M Buy
29,637
+606
+2% +$65.3K 0.22% 64
2021
Q3 		$2.9M Buy
29,031
+56
+0.2% +$5.64K 0.22% 64
2021
Q2 		$2.97M Buy
28,975
+1,126
+4% +$111K 0.23% 64
2021
Q1 		$2.48M Buy
27,849
+4,460
+19% +$364K 0.22% 65
2020
Q4 		$1.78M Buy
23,389
+3,830
+20% +$262K 0.18% 72
2020
Q3 		$1.14M Buy
19,559
+174
+0.9% +$10.1K 0.13% 94
2020
Q2 		$1.03M Buy
19,385
+741
+4% +$37.8K 0.13% 91
2020
Q1 		$941K Buy
18,644
+3,183
+21% +$216K 0.15% 88
2019
Q4 		$1.2M Buy
15,461
+522
+3% +$39.3K 0.16% 87
2019
Q3 		$1.1M Sell
14,939
-34
-0.2% -$2.48K 0.17% 88
2019
Q2 		$1.13M Buy
14,973
+2,214
+17% +$169K 0.19% 75
2019
Q1 		$955K Sell
12,759
-500
-4% -$37K 0.18% 78
2018
Q4 		$865K Sell
13,259
-1,233
-9% -$91.4K 0.19% 76
2018
Q3 		$1.2M Buy
+14,492
New +$1.17M 0.24% 64

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Credential Qtrade Securities's BMO Position: Q1 2024 in Review

Credential Qtrade Securities increased its Bank of Montreal (BMO) stake by 18% in Q1 2024, buying an estimated $13.7M and bringing the position to 950,068 shares worth $92.8M. The position accounts for 4.98% of the portfolio, ranked #3.

Credential Qtrade Securities first reported a position in BMO in Q3 2018 and has held it in 23 quarters since. 492 funds tracked by Wall St. Rank hold BMO as of Q1 2024.

  • Credential Qtrade Securities held 950,068 shares of Bank of Montreal worth $92.8M as of Q1 2024.
  • Credential Qtrade Securities bought 145,631 Bank of Montreal shares in Q1 2024, an estimated $13.7M.
  • Bank of Montreal made up 4.98% of Credential Qtrade Securities's portfolio in Q1 2024, its #3 holding.
  • Credential Qtrade Securities first reported a position in Bank of Montreal in Q3 2018 and has held it in 23 quarters since.
  • 492 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.