Mather Group’s Bank of Montreal BMO Stock Holding History

Mather Group’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	$94.7K	Buy	+700	New	+$97.3K	﹤0.01%	902
2025 Q4	–	Sell	-1,055	Closed	-$137K	–	769
2025 Q3	$137K	Buy	+1,055	New	+$125K	﹤0.01%	705
2025 Q2	–	Sell	-1,055	Closed	-$101K	–	741
2025 Q1	$101K	Hold	1,055	–	–	﹤0.01%	748
2024 Q4	$102K	Hold	1,055	–	–	﹤0.01%	736
2024 Q3	$95.2K	Sell	1,055 -25	-2%	-$2.13K	﹤0.01%	749
2024 Q2	$105K	Buy	1,080 +25	+2%	+$2.27K	﹤0.01%	793
2024 Q1	$104K	Buy	+1,055	New	+$99.6K	﹤0.01%	693

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