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 Q2	–	Sell	-2,527	Closed	-$342K	–	1348
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 $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

Snowden Capital Advisors's BMO Position: Q2 2026 in Review

Snowden Capital Advisors sold out of Bank of Montreal (BMO) in Q2 2026, closing a stake of 2,527 shares — an estimated $342K sold.

Snowden Capital Advisors first reported a position in BMO in Q4 2021 and held it in 7 quarters. The position peaked at $358K in Q3 2025. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Snowden Capital Advisors reported no remaining Bank of Montreal position as of Q2 2026 after selling out during the quarter.
Snowden Capital Advisors sold 2,527 Bank of Montreal shares in Q2 2026, an estimated $342K.
Snowden Capital Advisors first reported a position in Bank of Montreal in Q4 2021 and held it in 7 quarters.
Snowden Capital Advisors's Bank of Montreal position peaked at $358K in Q3 2025.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.