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Rothschild Investment LLC’s Bank of Montreal BMO Stock Holding History

Rothschild Investment LLC’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 		$69.3K Buy
512
+5
+1% +$695 ﹤0.01% 1024
2025
Q4 		$65.9K Buy
507
+4
+0.8% +$507 ﹤0.01% 945
2025
Q3 		$65.5K Buy
503
+5
+1% +$592 ﹤0.01% 923
2025
Q2 		$55.1K Buy
498
+5
+1% +$504 ﹤0.01% 759
2025
Q1 		$47K Buy
493
+6
+1% +$593 ﹤0.01% 783
2024
Q4 		$47.3K Buy
487
+5
+1% +$473 ﹤0.01% 790
2024
Q3 		$43.5K Buy
482
+7
+1% +$597 ﹤0.01% 811
2024
Q2 		$39.8K Buy
475
+275
+138% +$25K ﹤0.01% 803
2024
Q1 		$19.5K Hold
200
– – ﹤0.01% 928
2023
Q4 		$19.8K Buy
+200
New +$16.7K ﹤0.01% 868

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
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 $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