MN Services Vermogensbeheer’s Bank of Montreal BMO Stock Holding History

MN Services Vermogensbeheer’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	$22.3M	Hold	165,213	–	–	0.15%	141
2025 Q4	$21.5M	Buy	165,213 +23,113	+16%	+$2.93M	0.13%	151
2025 Q3	$18.5M	Buy	142,100 +3,000	+2%	+$355K	0.12%	169
2025 Q2	$15.4M	Buy	139,100 +4,200	+3%	+$423K	0.11%	193
2025 Q1	$12.9M	Sell	134,900 -22,600	-14%	-$2.24M	0.1%	194
2024 Q4	$15.3M	Buy	157,500 +2,400	+2%	+$227K	0.1%	184
2024 Q3	$14M	Sell	155,100 -11,400	-7%	-$973K	0.1%	205
2024 Q2	$14M	Sell	166,500 -3,700	-2%	-$336K	0.1%	196
2024 Q1	$16.6M	Buy	+170,200	New	+$16.1M	0.12%	181
2019 Q3	–	Sell	-110,045	Closed	-$8.33M	–	380
2019 Q2	$8.33M	Hold	110,045	–	–	0.1%	226
2019 Q1	$11M	Buy	110,045 +1,500	+1%	+$111K	0.13%	176
2018 Q4	$6.2M	Buy	108,545 +6,600	+6%	+$489K	0.09%	229
2018 Q3	$10.9M	Hold	101,945	–	–	0.25%	83
2018 Q2	$10.4M	Sell	101,945 -1,800	-2%	-$139K	0.26%	78
2018 Q1	$10.1M	Buy	103,745 +31,787	+44%	+$2.5M	0.26%	81
2017 Q4	$6.78M	Sell	71,958 -35,587	-33%	-$2.77M	0.21%	105
2017 Q3	$8.12M	Sell	107,545 -500	-0.5%	-$37.3K	0.21%	105
2017 Q2	$7.92M	Buy	+108,045	New	+$7.65M	0.22%	105
2016 Q2	–	Sell	-16,033	Closed	-$858K	–	623
2016 Q1	$858K	Buy	+16,033	New	+$878K	0.2%	115

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