Snowden Capital Advisors’s Bank of Montreal BMO Stock Holding History

Snowden Capital 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	$342K	Buy	2,527 +221	+10%	+$30.7K	0.01%	966
2025 Q4	$299K	Sell	2,306 -443	-16%	-$56.1K	0.01%	1043
2025 Q3	$358K	Buy	2,749 +28	+1%	+$3.31K	0.01%	943
2025 Q2	$301K	Sell	2,721 -50	-2%	-$5.04K	0.01%	1003
2025 Q1	$265K	Sell	2,771 -269	-9%	-$26.6K	0.01%	1040
2024 Q4	$295K	Buy	+3,040	New	+$287K	0.01%	995
2022 Q1	–	Sell	-169	Closed	-$18K	–	1168
2021 Q4	$18K	Buy	+169	New	+$18.2K	﹤0.01%	1352

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Snowden Capital Advisors's BMO Position: Q1 2026 in Review

Snowden Capital Advisors increased its Bank of Montreal (BMO) stake by 9.6% in Q1 2026, buying an estimated $30.7K and bringing the position to 2,527 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #966.

Snowden Capital Advisors first reported a position in BMO in Q4 2021 and has held it in 7 quarters since. The position peaked at $358K in Q3 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Snowden Capital Advisors held 2,527 shares of Bank of Montreal worth $342K as of Q1 2026.
Snowden Capital Advisors bought 221 Bank of Montreal shares in Q1 2026, an estimated $30.7K.
Bank of Montreal made up 0.01% of Snowden Capital Advisors's portfolio in Q1 2026, its #966 holding.
Snowden Capital Advisors first reported a position in Bank of Montreal in Q4 2021 and has held it in 7 quarters since.
Snowden Capital Advisors's Bank of Montreal position peaked at $358K in Q3 2025.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.