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UMB Bank’s Bank of Montreal BMO Stock Holding History

UMB Bank’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 		$113K Sell
836
-2,140
-72% -$297K ﹤0.01% 923
2025
Q4 		$386K Sell
2,976
-1,618
-35% -$205K 0.01% 522
2025
Q3 		$598K Hold
4,594
– – 0.01% 399
2025
Q2 		$508K Sell
4,594
-8,809
-66% -$888K 0.01% 413
2025
Q1 		$1.28M Buy
13,403
+1,895
+16% +$187K 0.02% 289
2024
Q4 		$1.12M Sell
11,508
-5,125
-31% -$484K 0.02% 300
2024
Q3 		$1.5M Hold
16,633
– – 0.02% 277
2024
Q2 		$1.39M Sell
16,633
-2,539
-13% -$231K 0.02% 282
2024
Q1 		$1.87M Sell
19,172
-1,201
-6% -$113K 0.03% 252
2023
Q4 		$2.02M Buy
20,373
+339
+2% +$28.3K 0.03% 252
2023
Q3 		$1.69M Sell
20,034
-2,592
-11% -$228K 0.03% 263
2023
Q2 		$2.04M Hold
22,626
– – 0.03% 254
2023
Q1 		$2.02M Buy
22,626
+9,530
+73% +$904K 0.03% 259
2022
Q4 		$1.19M Buy
13,096
+2,212
+20% +$205K 0.02% 308
2022
Q3 		$954K Sell
10,884
-16,916
-61% -$1.64M 0.02% 348
2022
Q2 		$2.67M Sell
27,800
-800
-3% -$85K 0.04% 252
2022
Q1 		$3.37M Hold
28,600
– – 0.04% 239
2021
Q4 		$3.08M Buy
+28,600
New +$3.08M 0.04% 244

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