Truvestments Capital’s Bank of Montreal BMO Stock Holding History

Truvestments Capital’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	$40.6K	Hold	300	–	–	0.01%	528
2025 Q4	$38.9K	Sell	300 -113	-27%	-$14.3K	0.01%	490
2025 Q3	$53.8K	Buy	413 +5	+1%	+$592	0.01%	427
2025 Q2	$45.1K	Hold	408	–	–	0.01%	417
2025 Q1	$39K	Buy	+408	New	+$40.4K	0.01%	443
2019 Q4	–	Sell	-146	Closed	-$11K	–	198
2019 Q3	$11K	Hold	146	–	–	0.01%	481
2019 Q2	$11K	Hold	146	–	–	0.01%	516
2019 Q1	$11K	Buy	+146	New	+$10.8K	0.01%	499
2018 Q3	$42K	Buy	+514	New	+$41.3K	0.02%	416

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

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