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NewEdge Advisors’s Bank of Montreal BMO Stock Holding History

NewEdge 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
Q2 		$276K Sell
1,564
-320
-17% -$50.3K ﹤0.01% 2555
2026
Q1 		$255K Sell
1,884
-756
-29% -$105K ﹤0.01% 2456
2025
Q4 		$343K Sell
2,640
-500
-16% -$63.3K ﹤0.01% 2220
2025
Q3 		$409K Buy
3,140
+340
+12% +$40.3K ﹤0.01% 1963
2025
Q2 		$310K Buy
2,800
+2,751
+5,614% +$277K ﹤0.01% 2001
2025
Q1 		$4.68K Buy
49
+25
+104% +$2.47K ﹤0.01% 3321
2024
Q4 		$2.33K Hold
24
– – ﹤0.01% 3416
2024
Q3 		$2.17K Sell
24
-100
-81% -$8.53K ﹤0.01% 3368
2024
Q2 		$10.4K Sell
124
-156
-56% -$14.2K ﹤0.01% 2850
2024
Q1 		$27.3K Buy
280
+72
+35% +$6.8K ﹤0.01% 2513
2023
Q4 		$20.6K Buy
208
+24
+13% +$2K ﹤0.01% 2567
2023
Q3 		$15.5K Buy
184
+1
+0.5% +$88 ﹤0.01% 2441
2023
Q2 		$16.5K Hold
183
– – ﹤0.01% 2432
2023
Q1 		$16.3K Sell
183
-565
-76% -$53.6K ﹤0.01% 2408
2022
Q4 		$51.3K Buy
+748
New +$69.2K ﹤0.01% 1707

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

NewEdge Advisors's BMO Position: Q2 2026 in Review

NewEdge Advisors reduced its Bank of Montreal (BMO) stake by 17% in Q2 2026, selling an estimated $50.3K and leaving 1,564 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #2555.

NewEdge Advisors first reported a position in BMO in Q4 2022 and has held it in 15 quarters since. The position peaked at $409K in Q3 2025. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • NewEdge Advisors held 1,564 shares of Bank of Montreal worth $276K as of Q2 2026.
  • NewEdge Advisors sold 320 Bank of Montreal shares in Q2 2026, an estimated $50.3K.
  • Bank of Montreal made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2555 holding.
  • NewEdge Advisors first reported a position in Bank of Montreal in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's Bank of Montreal position peaked at $409K in Q3 2025.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.