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 Q2	$139K	Hold	787	–	–	﹤0.01%	1000
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 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

Smartleaf Asset Management's BMO Position: Q2 2026 in Review

Smartleaf Asset Management held its Bank of Montreal (BMO) position steady in Q2 2026 at 787 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Smartleaf Asset Management first reported a position in BMO in Q4 2023 and has held it in 11 quarters since. 658 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Smartleaf Asset Management held 787 shares of Bank of Montreal worth $139K as of Q2 2026.
Smartleaf Asset Management left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1000 holding.
Smartleaf Asset Management first reported a position in Bank of Montreal in Q4 2023 and has held it in 11 quarters since.
658 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.