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 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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B 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 $97.7B AUM 31.26% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B 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