MAI Capital Management’s Bank of Montreal BMO Stock Holding History

MAI Capital 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	$617K	Sell	4,560 -80	-2%	-$11.1K	﹤0.01%	943
2025 Q4	$602K	Buy	4,640 +98	+2%	+$12.4K	﹤0.01%	907
2025 Q3	$592K	Buy	4,542 +752	+20%	+$89K	﹤0.01%	864
2025 Q2	$419K	Buy	3,790 +248	+7%	+$25K	﹤0.01%	904
2025 Q1	$338K	Hold	3,542	–	–	﹤0.01%	931
2024 Q4	$344K	Buy	+3,542	New	+$335K	﹤0.01%	954
2024 Q3	–	Sell	-3,708	Closed	-$311K	–	1122
2024 Q2	$311K	Sell	3,708 -14	-0.4%	-$1.27K	﹤0.01%	977
2024 Q1	$364K	Buy	+3,722	New	+$351K	﹤0.01%	917

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