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 Q2	$91.1K	Buy	516 +4	+0.8%	+$629	﹤0.01%	1081
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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Rothschild Investment LLC's BMO Position: Q2 2026 in Review

Rothschild Investment LLC increased its Bank of Montreal (BMO) stake by 0.78% in Q2 2026, buying an estimated $629 and bringing the position to 516 shares worth $91.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

Rothschild Investment LLC first reported a position in BMO in Q4 2023 and has held it in 11 quarters since. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Rothschild Investment LLC held 516 shares of Bank of Montreal worth $91.1K as of Q2 2026.
Rothschild Investment LLC bought 4 Bank of Montreal shares in Q2 2026, an estimated $629.
Bank of Montreal made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1081 holding.
Rothschild Investment LLC first reported a position in Bank of Montreal in Q4 2023 and has held it in 11 quarters since.
659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.