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 Q2	$70.7K	Hold	400	–	–	0.01%	386
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 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

Crewe Advisors's BMO Position: Q2 2026 in Review

Crewe Advisors held its Bank of Montreal (BMO) position steady in Q2 2026 at 400 shares worth $70.7K. The position accounts for 0.01% of the portfolio, ranked #386.

Crewe Advisors first reported a position in BMO in Q4 2021 and has held it in 14 quarters since. The position peaked at $73K in Q1 2022. 658 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Crewe Advisors held 400 shares of Bank of Montreal worth $70.7K as of Q2 2026.
Crewe Advisors left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #386 holding.
Crewe Advisors first reported a position in Bank of Montreal in Q4 2021 and has held it in 14 quarters since.
Crewe Advisors's Bank of Montreal position peaked at $73K in Q1 2022.
658 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.