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MCF Advisors’s Bank of Montreal BMO Stock Holding History

MCF Advisors’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 		$14.9K Hold
110
– – ﹤0.01% 883
2025
Q4 		$14.3K Hold
110
– – ﹤0.01% 756
2025
Q3 		$14.3K Hold
110
– – ﹤0.01% 636
2025
Q2 		$12.2K Hold
110
– – ﹤0.01% 619
2025
Q1 		$10.5K Hold
110
– – ﹤0.01% 646
2024
Q4 		$10.7K Hold
110
– – ﹤0.01% 650
2024
Q3 		$9.92K Hold
110
– – ﹤0.01% 646
2024
Q2 		$9.22K Hold
110
– – ﹤0.01% 656
2024
Q1 		$10.7K Hold
110
– – ﹤0.01% 619
2023
Q4 		$10.9K Hold
110
– – ﹤0.01% 595
2023
Q3 		$10K Hold
110
– – ﹤0.01% 583
2023
Q2 		$10K Hold
110
– – ﹤0.01% 561
2023
Q1 		$9.8K Hold
110
– – ﹤0.01% 575
2022
Q4 		$9.97K Hold
110
– – ﹤0.01% 533
2022
Q3 		$10K Hold
110
– – ﹤0.01% 549
2022
Q2 		$11K Hold
110
– – ﹤0.01% 502
2022
Q1 		$13K Buy
+110
New +$12.8K ﹤0.01% 499
2021
Q4 		– Sell
-110
Closed -$11K – 119
2021
Q3 		$11K Hold
110
– – ﹤0.01% 470
2021
Q2 		$11K Buy
+110
New +$10.9K ﹤0.01% 438

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
VCM
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