NewEdge Advisors
BMO icon

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
Q3 		$340K Buy
2,033
+469
+30% +$82.8K ﹤0.01% 2459
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 		$2.16K 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

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

NewEdge Advisors's BMO Position: Q3 2026 in Review

NewEdge Advisors increased its Bank of Montreal (BMO) stake by 30% in Q3 2026, buying an estimated $82.8K and bringing the position to 2,033 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #2459.

NewEdge Advisors first reported a position in BMO in Q4 2022 and has held it in 16 quarters since. The position peaked at $409K in Q3 2025. 567 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

  • NewEdge Advisors held 2,033 shares of Bank of Montreal worth $340K as of Q3 2026.
  • NewEdge Advisors bought 469 Bank of Montreal shares in Q3 2026, an estimated $82.8K.
  • Bank of Montreal made up ﹤0.01% of NewEdge Advisors's portfolio in Q3 2026, its #2459 holding.
  • NewEdge Advisors first reported a position in Bank of Montreal in Q4 2022 and has held it in 16 quarters since.
  • NewEdge Advisors's Bank of Montreal position peaked at $409K in Q3 2025.
  • 567 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on NewEdge Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.