Jamison Private Wealth Management’s Bank of Montreal BMO Stock Holding History

Jamison Private Wealth 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	$482K	Hold	3,558	–	–	0.06%	158
2025 Q4	$462K	Hold	3,558	–	–	0.06%	160
2025 Q3	$463K	Hold	3,558	–	–	0.06%	161
2025 Q2	$394K	Hold	3,558	–	–	0.06%	162
2025 Q1	$340K	Hold	3,558	–	–	0.05%	166
2024 Q4	$345K	Hold	3,558	–	–	0.05%	169
2024 Q3	$321K	Hold	3,558	–	–	0.05%	157
2024 Q2	$298K	Hold	3,558	–	–	0.05%	150
2024 Q1	$348K	Hold	3,558	–	–	0.06%	147
2023 Q4	$352K	Sell	3,558 -117	-3%	-$9.77K	0.07%	146
2023 Q3	$310K	Buy	+3,675	New	+$323K	0.06%	147

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