Murchinson’s Bank of Montreal BMO Stock Holding History

Murchinson’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	$2.71M	Buy	20,046 +6,699	+50%	+$931K	1.09%	39
2025 Q4	$1.73M	Buy	+13,347	New	+$1.69M	0.93%	42
2025 Q3	–	Hold	0	–	–	–	104
2024 Q4	–	Sell	-2,706	Closed	-$244K	–	65
2024 Q3	$244K	Buy	+2,706	New	+$231K	0.1%	57
2024 Q2	–	Hold	0	–	–	–	78
2024 Q1	–	Hold	0	–	–	–	92
2023 Q4	–	Sell	-25,000	Closed	-$2.11M	–	38
2023 Q3	$2.11M	Buy	+25,000	New	+$2.2M	0.32%	30
2022 Q4	–	Sell	-25,526	Closed	-$3.09M	–	49
2022 Q3	$3.09M	Buy	+25,526	New	+$2.47M	0.9%	18

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