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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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B 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 $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B 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

Vident Advisory's BMO Position: Q1 2026 in Review

Vident Advisory reduced its Bank of Montreal (BMO) stake by 4.9% in Q1 2026, selling an estimated $25.1K and leaving 3,543 shares worth $480K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

Vident Advisory first reported a position in BMO in Q1 2025 and has held it in 5 quarters since. The position peaked at $484K in Q4 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Vident Advisory held 3,543 shares of Bank of Montreal worth $480K as of Q1 2026.
  • Vident Advisory sold 181 Bank of Montreal shares in Q1 2026, an estimated $25.1K.
  • Bank of Montreal made up ﹤0.01% of Vident Advisory's portfolio in Q1 2026, its #1281 holding.
  • Vident Advisory first reported a position in Bank of Montreal in Q1 2025 and has held it in 5 quarters since.
  • Vident Advisory's Bank of Montreal position peaked at $484K in Q4 2025.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.