Trust Investment Advisors’s Bank of Montreal BMO Stock Holding History

Trust Investment 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	$282K	Buy	1,598 +9	+0.6%	+$1.42K	0.13%	86
2026 Q1	$215K	Buy	1,589 +10	+0.6%	+$1.39K	0.13%	87
2025 Q4	$205K	Buy	1,579 +10	+0.6%	+$1.27K	0.11%	89
2025 Q3	$204K	Buy	+1,569	New	+$186K	0.11%	101
2015 Q3	–	Sell	-16,870	Closed	-$1M	–	96
2015 Q2	$1M	Buy	16,870 +1,450	+9%	+$91K	1.02%	50
2015 Q1	$925K	Buy	15,420 +1,100	+8%	+$68.2K	0.92%	52
2014 Q4	$1.01M	Sell	14,320 -2,120	-13%	-$152K	1.03%	46
2014 Q3	$1.21M	Sell	16,440 -600	-4%	-$45.1K	1.17%	42
2014 Q2	$1.25M	Sell	17,040 -880	-5%	-$61.3K	1.21%	41
2014 Q1	$1.2M	Buy	17,920 +650	+4%	+$42.2K	1.21%	37
2013 Q4	$1.15M	Buy	+17,270	New	+$1.18M	1.19%	40

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

Trust Investment Advisors's BMO Position: Q2 2026 in Review

Trust Investment Advisors increased its Bank of Montreal (BMO) stake by 0.57% in Q2 2026, buying an estimated $1.42K and bringing the position to 1,598 shares worth $282K. The position accounts for 0.13% of the portfolio, ranked #86.

Trust Investment Advisors first reported a position in BMO in Q4 2013 and has held it in 11 quarters since. The position peaked at $1.25M in Q2 2014. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Trust Investment Advisors held 1,598 shares of Bank of Montreal worth $282K as of Q2 2026.
Trust Investment Advisors bought 9 Bank of Montreal shares in Q2 2026, an estimated $1.42K.
Bank of Montreal made up 0.13% of Trust Investment Advisors's portfolio in Q2 2026, its #86 holding.
Trust Investment Advisors first reported a position in Bank of Montreal in Q4 2013 and has held it in 11 quarters since.
Trust Investment Advisors's Bank of Montreal position peaked at $1.25M in Q2 2014.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Trust Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.