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Evelyn Partners Investment Management Services’s Bank of Montreal BMO Stock Holding History

Evelyn Partners Investment Management Services’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 		$67.7K Hold
500
– – 0.01% 167
2025
Q4 		$64.9K Hold
500
– – 0.01% 163
2025
Q3 		$65.1K Hold
500
– – 0.01% 168
2025
Q2 		$55.5K Hold
500
– – 0.01% 165
2025
Q1 		$47.8K Hold
500
– – 0.01% 165
2024
Q4 		$48.5K Buy
+500
New +$47.3K 0.01% 168

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evelyn Partners Investment Management Services's BMO Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its Bank of Montreal (BMO) position steady in Q1 2026 at 500 shares worth $67.7K. The position accounts for 0.01% of the portfolio, ranked #167.

Evelyn Partners Investment Management Services first reported a position in BMO in Q4 2024 and has held it in 6 quarters since. 636 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Evelyn Partners Investment Management Services held 500 shares of Bank of Montreal worth $67.7K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its Bank of Montreal share count unchanged in Q1 2026.
  • Bank of Montreal made up 0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #167 holding.
  • Evelyn Partners Investment Management Services first reported a position in Bank of Montreal in Q4 2024 and has held it in 6 quarters since.
  • 636 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.