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

Evelyn Partners Investment 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
Q1 		$279K Hold
2,064
– – 0.01% 186
2025
Q4 		$268K Hold
2,064
– – 0.01% 191
2025
Q3 		$269K Hold
2,064
– – 0.01% 186
2025
Q2 		$229K Sell
2,064
-636
-24% -$64.1K 0.01% 189
2025
Q1 		$258K Hold
2,700
– – 0.01% 180
2024
Q4 		$262K Buy
+2,700
New +$255K 0.01% 181

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's BMO Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Bank of Montreal (BMO) position steady in Q1 2026 at 2,064 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #186.

Evelyn Partners Investment Management first reported a position in BMO in Q4 2024 and has held it in 6 quarters since. 635 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Evelyn Partners Investment Management held 2,064 shares of Bank of Montreal worth $279K as of Q1 2026.
  • Evelyn Partners Investment Management left its Bank of Montreal share count unchanged in Q1 2026.
  • Bank of Montreal made up 0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #186 holding.
  • Evelyn Partners Investment Management first reported a position in Bank of Montreal in Q4 2024 and has held it in 6 quarters since.
  • 635 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

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