Pinnacle Associates’s Bank of Montreal BMO Stock Holding History

Pinnacle Associates’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	$4.55M	Hold	33,600	–	–	0.06%	272
2025 Q4	$4.36M	Hold	33,600	–	–	0.06%	269
2025 Q3	$4.38M	Hold	33,600	–	–	0.06%	266
2025 Q2	$3.72M	Sell	33,600 -26	-0.1%	-$2.62K	0.05%	281
2025 Q1	$3.21M	Buy	33,626 +26	+0.1%	+$2.57K	0.05%	300
2024 Q4	$3.26M	Buy	33,600 +13,100	+64%	+$1.24M	0.04%	294
2024 Q3	$2.03M	Sell	20,500 -13,100	-39%	-$1.12M	0.03%	363
2024 Q2	$2.82M	Buy	33,600 +3,400	+11%	+$309K	0.04%	311
2024 Q1	$2.95M	Buy	30,200 +9,700	+47%	+$916K	0.05%	314
2023 Q4	$2.03M	Buy	20,500 +5,500	+37%	+$459K	0.03%	367
2023 Q3	$1.27M	Buy	15,000 +4,900	+49%	+$431K	0.02%	419
2023 Q2	$912K	Hold	10,100	–	–	0.02%	481
2023 Q1	$900K	Hold	10,100	–	–	0.02%	427
2022 Q4	$915K	Buy	10,100 +2,100	+26%	+$194K	0.02%	410
2022 Q3	$701K	Buy	+8,000	New	+$774K	0.02%	448

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