Envestnet Asset Management
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Envestnet Asset Management’s Bank of Montreal BMO Stock Holding History

Envestnet Asset Management’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 		$11.8M Sell
67,031
-203,437
-75% -$32M ﹤0.01% 1818
2026
Q1 		$36.6M Sell
270,468
-60,701
-18% -$8.43M 0.01% 963
2025
Q4 		$43M Sell
331,169
-102,283
-24% -$13M 0.01% 814
2025
Q3 		$56.5M Sell
433,452
-19,618
-4% -$2.32M 0.02% 724
2025
Q2 		$50.1M Sell
453,070
-11,053
-2% -$1.11M 0.01% 748
2025
Q1 		$44.3M Buy
464,123
+3,403
+0.7% +$337K 0.01% 766
2024
Q4 		$44.7M Buy
460,720
+400,558
+666% +$37.9M 0.01% 773
2024
Q3 		$5.43M Sell
60,162
-3,292
-5% -$281K ﹤0.01% 2050
2024
Q2 		$5.32M Buy
63,454
+495
+0.8% +$44.9K ﹤0.01% 1988
2024
Q1 		$6.15M Buy
62,959
+23,186
+58% +$2.19M ﹤0.01% 1837
2023
Q4 		$3.94M Sell
39,773
-1,684
-4% -$141K ﹤0.01% 2049
2023
Q3 		$3.5M Buy
41,457
+6,071
+17% +$534K ﹤0.01% 2035
2023
Q2 		$3.2M Buy
35,386
+4,224
+14% +$373K ﹤0.01% 1977
2023
Q1 		$2.78M Sell
31,162
-1,718
-5% -$163K ﹤0.01% 1995
2022
Q4 		$2.98M Sell
32,880
-220
-0.7% -$20.4K ﹤0.01% 1910
2022
Q3 		$2.9M Buy
33,100
+1,102
+3% +$107K ﹤0.01% 1855
2022
Q2 		$3.08M Buy
31,998
+181
+0.6% +$19.2K ﹤0.01% 1825
2022
Q1 		$3.75M Sell
31,817
-860
-3% -$99.7K ﹤0.01% 1777
2021
Q4 		$3.52M Sell
32,677
-1,627
-5% -$175K ﹤0.01% 1799
2021
Q3 		$3.42M Sell
34,304
-470
-1% -$47.3K ﹤0.01% 1759
2021
Q2 		$3.57M Sell
34,774
-2,280
-6% -$225K ﹤0.01% 1716
2021
Q1 		$3.3M Buy
37,054
+9,531
+35% +$777K ﹤0.01% 1646
2020
Q4 		$2.09M Sell
27,523
-3,421
-11% -$234K ﹤0.01% 1727
2020
Q3 		$1.81M Buy
30,944
+1,110
+4% +$64.3K ﹤0.01% 1666
2020
Q2 		$1.58M Sell
29,834
-1,842
-6% -$93.9K ﹤0.01% 1708
2020
Q1 		$1.59M Sell
31,676
-32,336
-51% -$2.19M ﹤0.01% 1544
2019
Q4 		$4.96M Buy
64,012
+18,034
+39% +$1.36M 0.01% 1127
2019
Q3 		$3.39M Buy
45,978
+5,350
+13% +$390K ﹤0.01% 1254
2019
Q2 		$3.06M Buy
40,628
+6,186
+18% +$473K ﹤0.01% 1314
2019
Q1 		$2.58M Buy
34,442
+8,654
+34% +$640K ﹤0.01% 1345
2018
Q4 		$1.69M Buy
+25,788
New +$1.91M ﹤0.01% 1426
2018
Q3 		– Sell
-12,157
Closed -$940K – 1401
2018
Q2 		$940K Sell
12,157
-3,819
-24% -$294K ﹤0.01% 1079
2018
Q1 		$1.21M Buy
15,976
+617
+4% +$48.5K ﹤0.01% 882
2017
Q4 		$1.23M Buy
15,359
+814
+6% +$63.5K ﹤0.01% 1122
2017
Q3 		$1.1M Buy
14,545
+177
+1% +$13.2K ﹤0.01% 1129
2017
Q2 		$1.05M Sell
14,368
-9
-0.1% -$637 ﹤0.01% 1168
2017
Q1 		$1.08M Sell
14,377
-383
-3% -$28.9K ﹤0.01% 1195
2016
Q4 		$1.06M Buy
14,760
+671
+5% +$44.8K ﹤0.01% 1161
2016
Q3 		$924K Buy
14,089
+728
+5% +$47.3K ﹤0.01% 1288
2016
Q2 		$847K Buy
13,361
+2,945
+28% +$187K ﹤0.01% 1407
2016
Q1 		$632K Sell
10,416
-1,969
-16% -$108K ﹤0.01% 1533
2015
Q4 		$699K Sell
12,385
-137
-1% -$7.88K ﹤0.01% 1457
2015
Q3 		$683K Buy
12,522
+966
+8% +$53.1K ﹤0.01% 1456
2015
Q2 		$685K Sell
11,556
-191
-2% -$12K ﹤0.01% 1574
2015
Q1 		$704K Buy
11,747
+11,257
+2,297% +$698K ﹤0.01% 1429
2014
Q4 		$35K Sell
490
-263
-35% -$18.8K ﹤0.01% 1541
2014
Q3 		$55K Sell
753
-35
-4% -$2.63K ﹤0.01% 1485
2014
Q2 		$58K Buy
788
+393
+99% +$27.4K ﹤0.01% 1383
2014
Q1 		$26K Sell
395
-41
-9% -$2.66K ﹤0.01% 1575
2013
Q4 		$29K Sell
436
-95
-18% -$6.46K ﹤0.01% 1396
2013
Q3 		$36K Sell
531
-29
-5% -$1.82K ﹤0.01% 1289
2013
Q2 		$32K Buy
+560
New +$33.9K ﹤0.01% 1290

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Envestnet Asset Management's BMO Position: Q2 2026 in Review

Envestnet Asset Management reduced its Bank of Montreal (BMO) stake by 75% in Q2 2026, selling an estimated $32M and leaving 67,031 shares worth $11.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1818.

Envestnet Asset Management first reported a position in BMO in Q2 2013 and has held it in 52 quarters since. The position peaked at $56.5M in Q3 2025. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Envestnet Asset Management held 67,031 shares of Bank of Montreal worth $11.8M as of Q2 2026.
  • Envestnet Asset Management sold 203,437 Bank of Montreal shares in Q2 2026, an estimated $32M.
  • Bank of Montreal made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1818 holding.
  • Envestnet Asset Management first reported a position in Bank of Montreal in Q2 2013 and has held it in 52 quarters since.
  • Envestnet Asset Management's Bank of Montreal position peaked at $56.5M in Q3 2025.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.