Westside Investment Management’s Bank of Montreal BMO Stock Holding History

Westside Investment Management’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	$9.54K	Hold	70	–	–	﹤0.01%	1116
2025 Q4	$9.25K	Hold	70	–	–	﹤0.01%	1105
2025 Q3	$9.13K	Buy	+70	New	+$8.29K	﹤0.01%	1123
2023 Q4	–	Sell	-150	Closed	-$12.7K	–	872
2023 Q3	$12.7K	Hold	150	–	–	﹤0.01%	551
2023 Q2	$13.5K	Hold	150	–	–	﹤0.01%	540
2023 Q1	$13.4K	Hold	150	–	–	﹤0.01%	538
2022 Q4	$13	Hold	150	–	–	﹤0.01%	574
2022 Q3	$13	Hold	150	–	–	﹤0.01%	556
2022 Q2	$14	Hold	150	–	–	﹤0.01%	547
2022 Q1	$17	Buy	+150	New	+$17.4K	﹤0.01%	539

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