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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
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 $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B 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 $61.3B 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 $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B 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

NewEdge Advisors's BMO Position: Q1 2026 in Review

NewEdge Advisors reduced its Bank of Montreal (BMO) stake by 29% in Q1 2026, selling an estimated $105K and leaving 1,884 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #2456.

NewEdge Advisors first reported a position in BMO in Q4 2022 and has held it in 14 quarters since. The position peaked at $409K in Q3 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • NewEdge Advisors held 1,884 shares of Bank of Montreal worth $255K as of Q1 2026.
  • NewEdge Advisors sold 756 Bank of Montreal shares in Q1 2026, an estimated $105K.
  • Bank of Montreal made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2456 holding.
  • NewEdge Advisors first reported a position in Bank of Montreal in Q4 2022 and has held it in 14 quarters since.
  • NewEdge Advisors's Bank of Montreal position peaked at $409K in Q3 2025.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.