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 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 $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ellenbecker Investment Group's BMO Position: Q1 2026 in Review

Ellenbecker Investment Group held its Bank of Montreal (BMO) position steady in Q1 2026 at 4,505 shares worth $610K. The position accounts for 0.08% of the portfolio, ranked #67.

Ellenbecker Investment Group first reported a position in BMO in Q4 2021 and has held it in 18 quarters since. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Ellenbecker Investment Group held 4,505 shares of Bank of Montreal worth $610K as of Q1 2026.
Ellenbecker Investment Group left its Bank of Montreal share count unchanged in Q1 2026.
Bank of Montreal made up 0.08% of Ellenbecker Investment Group's portfolio in Q1 2026, its #67 holding.
Ellenbecker Investment Group first reported a position in Bank of Montreal in Q4 2021 and has held it in 18 quarters since.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Ellenbecker Investment Group's 13F filing for Q1 2026, filed 23 Apr 2026.