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Studio Investment Management’s Bank of Montreal BMO Stock Holding History

Studio Investment 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 		$294K Hold
2,175
– – 0.05% 153
2025
Q4 		$282K Buy
+2,175
New +$275K 0.05% 155
2025
Q2 		– Sell
-1,385
Closed -$132K – 183
2025
Q1 		$132K Sell
1,385
-103
-7% -$10.2K 0.03% 178
2024
Q4 		$144K Sell
1,488
-180
-11% -$17K 0.03% 169
2024
Q3 		$150K Hold
1,668
– – 0.03% 166
2024
Q2 		$140K Hold
1,668
– – 0.03% 161
2024
Q1 		$163K Sell
1,668
-15,350
-90% -$1.45M 0.04% 160
2023
Q4 		$1.68M Buy
17,018
+16,888
+12,991% +$1.41M 0.43% 61
2023
Q3 		$11K Buy
+130
New +$11.4K ﹤0.01% 208

Other funds holding BMO

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Bank of Montreal
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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