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Sequoia Financial Advisors’s Bank of Montreal BMO Stock Holding History

Sequoia Financial 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 		$864K Buy
6,384
+461
+8% +$64.1K ﹤0.01% 963
2025
Q4 		$769K Buy
5,923
+253
+4% +$32K ﹤0.01% 1030
2025
Q3 		$739K Buy
5,670
+1,398
+33% +$166K ﹤0.01% 942
2025
Q2 		$473K Buy
4,272
+475
+13% +$47.9K ﹤0.01% 1024
2025
Q1 		$363K Buy
3,797
+196
+5% +$19.4K ﹤0.01% 987
2024
Q4 		$349K Buy
3,601
+337
+10% +$31.9K ﹤0.01% 955
2024
Q3 		$294K Sell
3,264
-316
-9% -$27K ﹤0.01% 978
2024
Q2 		$300K Buy
3,580
+151
+4% +$13.7K ﹤0.01% 892
2024
Q1 		$335K Buy
3,429
+327
+11% +$30.9K ﹤0.01% 816
2023
Q4 		$307K Sell
3,102
-1,030
-25% -$86K ﹤0.01% 921
2023
Q3 		$349K Buy
4,132
+1,305
+46% +$115K 0.01% 630
2023
Q2 		$255K Sell
2,827
-725
-20% -$64.1K ﹤0.01% 755
2023
Q1 		$317K Buy
3,552
+364
+11% +$34.5K 0.01% 604
2022
Q4 		$289K Buy
+3,188
New +$295K 0.01% 599
2022
Q3 		– Sell
-2,286
Closed -$220K – 536
2022
Q2 		$220K Buy
2,286
+378
+20% +$40.2K 0.01% 521
2022
Q1 		$225K Buy
+1,908
New +$221K 0.01% 589

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