Ellenbecker Investment Group’s Bank of Montreal BMO Stock Holding History

Ellenbecker Investment Group’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	$804K	Buy	4,548 +43	+1%	+$6.76K	0.09%	61
2026 Q1	$610K	Hold	4,505	–	–	0.08%	67
2025 Q4	$585K	Hold	4,505	–	–	0.08%	65
2025 Q3	$587K	Hold	4,505	–	–	0.09%	63
2025 Q2	$498K	Hold	4,505	–	–	0.08%	71
2025 Q1	$430K	Hold	4,505	–	–	0.08%	75
2024 Q4	$437K	Hold	4,505	–	–	0.08%	71
2024 Q3	$406K	Hold	4,505	–	–	0.08%	71
2024 Q2	$378K	Hold	4,505	–	–	0.08%	77
2024 Q1	$440K	Buy	4,505 +400	+10%	+$37.8K	0.09%	63
2023 Q4	$406K	Hold	4,105	–	–	0.09%	66
2023 Q3	$346K	Buy	4,105 +306	+8%	+$26.9K	0.09%	68
2023 Q2	$316K	Buy	3,799 +177	+5%	+$15.6K	0.08%	72
2023 Q1	$322K	Buy	3,622 +985	+37%	+$93.5K	0.09%	67
2022 Q4	$238K	Buy	2,637 +14	+0.5%	+$1.3K	0.07%	80
2022 Q3	$229K	Buy	2,623 +16	+0.6%	+$1.55K	0.07%	74
2022 Q2	$250K	Buy	2,607 +691	+36%	+$73.4K	0.08%	69
2022 Q1	$226K	Sell	1,916 -6	-0.3%	-$696	0.06%	82
2021 Q4	$207K	Buy	+1,922	New	+$207K	0.06%	87

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

Ellenbecker Investment Group's BMO Position: Q2 2026 in Review

Ellenbecker Investment Group increased its Bank of Montreal (BMO) stake by 0.95% in Q2 2026, buying an estimated $6.76K and bringing the position to 4,548 shares worth $804K. The position accounts for 0.09% of the portfolio, ranked #61.

Ellenbecker Investment Group first reported a position in BMO in Q4 2021 and has held it in 19 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Ellenbecker Investment Group held 4,548 shares of Bank of Montreal worth $804K as of Q2 2026.
Ellenbecker Investment Group bought 43 Bank of Montreal shares in Q2 2026, an estimated $6.76K.
Bank of Montreal made up 0.09% of Ellenbecker Investment Group's portfolio in Q2 2026, its #61 holding.
Ellenbecker Investment Group first reported a position in Bank of Montreal in Q4 2021 and has held it in 19 quarters since.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.