Vident Advisory’s Bank of Montreal BMO Stock Holding History

Vident Advisory’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	$661K	Buy	3,741 +198	+6%	+$31.1K	﹤0.01%	1217
2026 Q1	$480K	Sell	3,543 -181	-5%	-$25.1K	﹤0.01%	1281
2025 Q4	$484K	Buy	3,724 +759	+26%	+$96.1K	﹤0.01%	1192
2025 Q3	$386K	Buy	2,965 +77	+3%	+$9.12K	﹤0.01%	1297
2025 Q2	$320K	Sell	2,888 -958	-25%	-$96.5K	﹤0.01%	1274
2025 Q1	$367K	Buy	+3,846	New	+$380K	0.01%	1183

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

Vident Advisory's BMO Position: Q2 2026 in Review

Vident Advisory increased its Bank of Montreal (BMO) stake by 5.6% in Q2 2026, buying an estimated $31.1K and bringing the position to 3,741 shares worth $661K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

Vident Advisory first reported a position in BMO in Q1 2025 and has held it in 6 quarters since. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Vident Advisory held 3,741 shares of Bank of Montreal worth $661K as of Q2 2026.
Vident Advisory bought 198 Bank of Montreal shares in Q2 2026, an estimated $31.1K.
Bank of Montreal made up ﹤0.01% of Vident Advisory's portfolio in Q2 2026, its #1217 holding.
Vident Advisory first reported a position in Bank of Montreal in Q1 2025 and has held it in 6 quarters since.
659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.