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TD Waterhouse Canada’s Bank of Montreal BMO Stock Holding History

TD Waterhouse Canada’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 		$849M Buy
6,227,516
+3,910,927
+169% +$543M 2.52% 5
2025
Q4 		$301M Sell
2,316,589
-60,308
-3% -$7.64M 1.87% 9
2025
Q3 		$308M Buy
2,376,897
+94,377
+4% +$11.2M 2.01% 7
2025
Q2 		$254M Sell
2,282,520
-62,549
-3% -$6.3M 1.82% 8
2025
Q1 		$224M Sell
2,345,069
-308,191
-12% -$30.5M 1.83% 8
2024
Q4 		$257M Buy
2,653,260
+176,715
+7% +$16.7M 2.07% 6
2024
Q3 		$229M Buy
2,476,545
+160,607
+7% +$13.7M 1.86% 6
2024
Q2 		$195M Buy
2,315,938
+44,154
+2% +$4.01M 1.75% 7
2024
Q1 		$296M Buy
+2,271,784
New +$214M 2.22% 6

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