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 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

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