Edmond de Rothschild Holding’s Bank of Montreal BMO Stock Holding History

Edmond de Rothschild Holding’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	$28.2K	Buy	+160	New	+$25.1K	﹤0.01%	528
2024 Q4	–	Sell	-1,204	Closed	-$109K	–	615
2024 Q3	$109K	Hold	1,204	–	–	﹤0.01%	469
2024 Q2	$101K	Buy	+1,204	New	+$109K	﹤0.01%	495
2021 Q3	–	Sell	-20,620	Closed	-$2.12M	–	826
2021 Q2	$2.12M	Buy	20,620 +19,200	+1,352%	+$1.9M	0.05%	267
2021 Q1	$126K	Buy	1,420 +250	+21%	+$20.4K	﹤0.01%	540
2020 Q4	$89K	Buy	+1,170	New	+$80.1K	﹤0.01%	518
2018 Q4	–	Sell	-137	Closed	-$11K	–	685
2018 Q3	$11K	Buy	+137	New	+$11K	﹤0.01%	700

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

Edmond de Rothschild Holding's BMO Position: Q2 2026 in Review

Edmond de Rothschild Holding opened a new position in Bank of Montreal (BMO) in Q2 2026: 160 shares worth $28.2K. The stake represents ﹤0.01% of the portfolio and ranks #528 among its holdings. This is a return to the name: Edmond de Rothschild Holding previously reported a position in BMO as recently as Q3 2024.

Edmond de Rothschild Holding first reported a position in BMO in Q3 2018 and has held it in 7 quarters since. The position peaked at $2.12M in Q2 2021. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Edmond de Rothschild Holding held 160 shares of Bank of Montreal worth $28.2K as of Q2 2026.
Bank of Montreal was a new Edmond de Rothschild Holding position in Q2 2026.
Bank of Montreal made up ﹤0.01% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #528 holding.
Edmond de Rothschild Holding first reported a position in Bank of Montreal in Q3 2018 and has held it in 7 quarters since.
Edmond de Rothschild Holding's Bank of Montreal position peaked at $2.12M in Q2 2021.
659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.