JTC Employer Solutions Trustee’s Bank of Montreal BMO Stock Holding History

JTC Employer Solutions Trustee’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	$148K	Hold	1,707	–	–	0.01%	174
2026 Q1	$151K	Hold	1,707	–	–	0.01%	177
2025 Q4	$154K	Buy	1,707 +112	+7%	+$14.2K	0.01%	177
2025 Q3	$142K	Hold	1,595	–	–	0.01%	179
2025 Q2	$144K	Hold	1,595	–	–	0.01%	163
2025 Q1	$138K	Hold	1,595	–	–	0.01%	169
2024 Q4	$137K	Buy	1,595 +1,317	+474%	+$124K	0.01%	167
2024 Q3	$25K	Hold	278	–	–	﹤0.01%	273
2024 Q2	$25K	Buy	+278	New	+$25.2K	﹤0.01%	273
2023 Q1	–	Sell	-1,162	Closed	-$105K	–	375
2022 Q4	$105K	Hold	1,162	–	–	0.01%	191
2022 Q3	$103K	Hold	1,162	–	–	0.02%	161
2022 Q2	$112K	Hold	1,162	–	–	0.01%	141
2022 Q1	$137K	Hold	1,162	–	–	0.02%	140
2021 Q4	$124K	Hold	1,162	–	–	0.02%	149
2021 Q3	$116K	Hold	1,162	–	–	0.02%	156
2021 Q2	$119K	Buy	+1,162	New	+$115K	0.02%	142

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

JTC Employer Solutions Trustee's BMO Position: Q2 2026 in Review

JTC Employer Solutions Trustee held its Bank of Montreal (BMO) position steady in Q2 2026 at 1,707 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #174.

JTC Employer Solutions Trustee first reported a position in BMO in Q2 2021 and has held it in 16 quarters since. The position peaked at $154K in Q4 2025. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

JTC Employer Solutions Trustee held 1,707 shares of Bank of Montreal worth $148K as of Q2 2026.
JTC Employer Solutions Trustee left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up 0.01% of JTC Employer Solutions Trustee's portfolio in Q2 2026, its #174 holding.
JTC Employer Solutions Trustee first reported a position in Bank of Montreal in Q2 2021 and has held it in 16 quarters since.
JTC Employer Solutions Trustee's Bank of Montreal position peaked at $154K in Q4 2025.
659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q2 2026, filed 31 Jul 2026.