Verdence Capital Advisors’s Bank of Montreal BMO Stock Holding History

Verdence Capital 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 Q1	$736K	Sell	5,438 -1,979	-27%	-$275K	0.04%	346
2025 Q4	$963K	Sell	7,417 -1,126	-13%	-$143K	0.06%	286
2025 Q3	$1.09M	Sell	8,543 -1,181	-12%	-$140K	0.06%	293
2025 Q2	$1.08M	Buy	9,724 +40	+0.4%	+$4.03K	0.07%	251
2025 Q1	$925K	Buy	9,684 +44	+0.5%	+$4.35K	0.07%	259
2024 Q4	$936K	Buy	+9,640	New	+$911K	0.08%	257

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Verdence Capital Advisors's BMO Position: Q1 2026 in Review

Verdence Capital Advisors reduced its Bank of Montreal (BMO) stake by 27% in Q1 2026, selling an estimated $275K and leaving 5,438 shares worth $736K. The position accounts for 0.04% of the portfolio, ranked #346.

Verdence Capital Advisors first reported a position in BMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.09M in Q3 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Verdence Capital Advisors held 5,438 shares of Bank of Montreal worth $736K as of Q1 2026.
Verdence Capital Advisors sold 1,979 Bank of Montreal shares in Q1 2026, an estimated $275K.
Bank of Montreal made up 0.04% of Verdence Capital Advisors's portfolio in Q1 2026, its #346 holding.
Verdence Capital Advisors first reported a position in Bank of Montreal in Q4 2024 and has held it in 6 quarters since.
Verdence Capital Advisors's Bank of Montreal position peaked at $1.09M in Q3 2025.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.