Hanson & Doremus Investment Management’s Bank of Montreal BMO Stock Holding History

Hanson & Doremus 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	$135K	Buy	+1,000	New	+$139K	0.02%	233
2025 Q4	–	Sell	-19	Closed	-$2K	–	486
2025 Q3	$2K	Buy	+19	New	+$2.25K	﹤0.01%	492
2020 Q2	–	Sell	-500	Closed	-$25K	–	431
2020 Q1	$25K	Buy	+500	New	+$33.9K	0.01%	317
2019 Q3	–	Sell	-134	Closed	-$10K	–	450
2019 Q2	$10K	Hold	134	–	–	﹤0.01%	413
2019 Q1	$10K	Buy	+134	New	+$9.91K	﹤0.01%	396
2018 Q2	–	Sell	-315	Closed	-$24K	–	489
2018 Q1	$24K	Buy	+315	New	+$24.8K	0.01%	379
2015 Q4	–	Sell	-16	Closed	-$1K	–	469
2015 Q3	$1K	Buy	+16	New	+$879	﹤0.01%	441

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