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Ritholtz Wealth Management’s Bank of Montreal BMO Stock Holding History

Ritholtz Wealth Management’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 		$2.45M Buy
18,095
+2,542
+16% +$353K 0.04% 325
2025
Q4 		$2.02M Buy
15,553
+4,704
+43% +$596K 0.04% 346
2025
Q3 		$1.41M Sell
10,849
-11
-0.1% -$1.3K 0.03% 419
2025
Q2 		$1.2M Sell
10,860
-1,263
-10% -$127K 0.03% 414
2025
Q1 		$1.16M Sell
12,123
-2,349
-16% -$232K 0.03% 368
2024
Q4 		$1.4M Buy
14,472
+2,797
+24% +$264K 0.04% 292
2024
Q3 		$1.05M Sell
11,675
-367
-3% -$31.3K 0.03% 361
2024
Q2 		$1.01M Sell
12,042
-72
-0.6% -$6.54K 0.03% 349
2024
Q1 		$1.18M Buy
12,114
+3,684
+44% +$348K 0.04% 315
2023
Q4 		$834K Sell
8,430
-526
-6% -$43.9K 0.03% 366
2023
Q3 		$756K Sell
8,956
-3,528
-28% -$310K 0.03% 352
2023
Q2 		$1.13M Buy
12,484
+1,691
+16% +$149K 0.05% 246
2023
Q1 		$962K Sell
10,793
-13,339
-55% -$1.27M 0.05% 269
2022
Q4 		$2.19M Buy
24,132
+11,377
+89% +$1.05M 0.12% 117
2022
Q3 		$1.12M Buy
12,755
+2,993
+31% +$289K 0.06% 220
2022
Q2 		$939K Buy
9,762
+608
+7% +$64.6K 0.06% 194
2022
Q1 		$1.08M Buy
9,154
+5,402
+144% +$626K 0.07% 165
2021
Q4 		$404K Buy
3,752
+1,721
+85% +$185K 0.03% 344
2021
Q3 		$203K Buy
+2,031
New +$204K 0.01% 465

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