GHP Investment Advisors’s Bank of Montreal BMO Stock Holding History

GHP Investment Advisors’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	$14K	Hold	79	–	–	﹤0.01%	769
2026 Q1	$10.7K	Hold	79	–	–	﹤0.01%	802
2025 Q4	$10.3K	Hold	79	–	–	﹤0.01%	733
2025 Q3	$10.3K	Hold	79	–	–	﹤0.01%	704
2025 Q2	$8.74K	Hold	79	–	–	﹤0.01%	728
2025 Q1	$7.55K	Hold	79	–	–	﹤0.01%	725
2024 Q4	$7.67K	Sell	79 -475	-86%	-$44.9K	﹤0.01%	737
2024 Q3	$50K	Buy	554 +393	+244%	+$33.5K	﹤0.01%	514
2024 Q2	$13.5K	Hold	161	–	–	﹤0.01%	648
2024 Q1	$15.7K	Hold	161	–	–	﹤0.01%	612
2023 Q4	$15.9K	Hold	161	–	–	﹤0.01%	602
2023 Q3	$13K	Hold	161	–	–	﹤0.01%	665
2023 Q2	$14.2K	Hold	161	–	–	﹤0.01%	640
2023 Q1	$14.3K	Hold	161	–	–	﹤0.01%	633
2022 Q4	$14.6K	Hold	161	–	–	﹤0.01%	625
2022 Q3	$14K	Hold	161	–	–	﹤0.01%	618
2022 Q2	$15K	Hold	161	–	–	﹤0.01%	616
2022 Q1	$19K	Buy	+161	New	+$18.7K	﹤0.01%	613

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

GHP Investment Advisors's BMO Position: Q2 2026 in Review

GHP Investment Advisors held its Bank of Montreal (BMO) position steady in Q2 2026 at 79 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

GHP Investment Advisors first reported a position in BMO in Q1 2022 and has held it in 18 quarters since. The position peaked at $50K in Q3 2024. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

GHP Investment Advisors held 79 shares of Bank of Montreal worth $14K as of Q2 2026.
GHP Investment Advisors left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #769 holding.
GHP Investment Advisors first reported a position in Bank of Montreal in Q1 2022 and has held it in 18 quarters since.
GHP Investment Advisors's Bank of Montreal position peaked at $50K in Q3 2024.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.