CA
BMO icon

Crewe Advisors’s Bank of Montreal BMO Stock Holding History

Crewe 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 		$54.1K Hold
400
– – ﹤0.01% 368
2025
Q4 		$51.9K Hold
400
– – ﹤0.01% 361
2025
Q3 		$52.1K Sell
400
-20
-5% -$2.37K 0.01% 373
2025
Q2 		$46.5K Buy
420
+20
+5% +$2.02K 0.01% 297
2025
Q1 		$38.2K Hold
400
– – 0.01% 296
2024
Q4 		$38.8K Hold
400
– – 0.01% 300
2024
Q3 		$36.1K Hold
400
– – ﹤0.01% 335
2024
Q2 		$33.5K Sell
400
-315
-44% -$28.6K ﹤0.01% 447
2024
Q1 		$69.8K Buy
+715
New +$67.5K 0.01% 322
2023
Q4 		– Sell
-515
Closed -$43.5K – 449
2023
Q3 		$43.5K Buy
515
+200
+63% +$17.6K 0.01% 153
2023
Q2 		$28.4K Buy
+315
New +$27.8K ﹤0.01% 323
2022
Q2 		– Sell
-615
Closed -$73K – 1139
2022
Q1 		$73K Hold
615
– – 0.01% 198
2021
Q4 		$66K Buy
+615
New +$66.3K 0.01% 169

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
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 $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