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Smartleaf Asset Management’s Bank of Montreal BMO Stock Holding History

Smartleaf Asset 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 		$104K Buy
787
+63
+9% +$8.75K ﹤0.01% 1097
2025
Q4 		$94.5K Buy
724
+317
+78% +$40.1K ﹤0.01% 1218
2025
Q3 		$52.8K Buy
407
+211
+108% +$25K ﹤0.01% 1372
2025
Q2 		$21.4K Buy
196
+26
+15% +$2.62K ﹤0.01% 1522
2025
Q1 		$16.2K Sell
170
-28
-14% -$2.77K ﹤0.01% 1711
2024
Q4 		$19.2K Sell
198
-110
-36% -$10.4K ﹤0.01% 1663
2024
Q3 		$27.9K Buy
308
+130
+73% +$11.1K ﹤0.01% 1164
2024
Q2 		$14.8K Buy
178
+28
+19% +$2.54K ﹤0.01% 1180
2024
Q1 		$14.5K Sell
150
-8
-5% -$755 ﹤0.01% 918
2023
Q4 		$15.6K Buy
+158
New +$13.2K ﹤0.01% 708

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