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MUFG Securities (Canada)’s Bank of Montreal BMO Stock Holding History

MUFG Securities (Canada)’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 		$142M Sell
1,047,567
-35,976
-3% -$5M 4.07% 8
2025
Q4 		$141M Sell
1,083,543
-101,847
-9% -$12.9M 3.91% 7
2025
Q3 		$154M Sell
1,185,390
-42,089
-3% -$4.98M 4.32% 7
2025
Q2 		$136M Buy
1,227,479
+115,447
+10% +$11.6M 4.13% 7
2025
Q1 		$106M Sell
1,112,032
-2,068
-0.2% -$205K 3.7% 7
2024
Q4 		$108M Buy
1,114,100
+466,755
+72% +$44.1M 3.9% 8
2024
Q3 		$58.5M Buy
647,345
+261,352
+68% +$22.3M 2.61% 11
2024
Q2 		$32.4M Buy
385,993
+385,616
+102,285% +$35M 2.14% 12
2024
Q1 		$36.8K Buy
+377
New +$35.6K ﹤0.01% 11
2022
Q1 		– Sell
-346,236
Closed -$37.3M – 11
2021
Q4 		$37.3M Buy
346,236
+213
+0.1% +$23K 1.71% 13
2021
Q3 		$34.6M Buy
346,023
+1,501
+0.4% +$151K 1.4% 12
2021
Q2 		$35.4M Buy
344,522
+175
+0.1% +$17.3K 1.7% 11
2021
Q1 		$30.7M Buy
344,347
+187
+0.1% +$15.3K 1.78% 13
2020
Q4 		$26.1M Buy
+344,160
New +$23.6M 3.65% 8

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