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180 Wealth Advisors’s Bank of Montreal BMO Stock Holding History

180 Wealth 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
2025
Q3 		– Sell
-2,081
Closed -$230K – 457
2025
Q2 		$230K Buy
+2,081
New +$210K 0.03% 378
2025
Q1 		– Sell
-2,236
Closed -$217K – 418
2024
Q4 		$217K Sell
2,236
-206
-8% -$19.5K 0.03% 378
2024
Q3 		$220K Sell
2,442
-89
-4% -$7.59K 0.03% 390
2024
Q2 		$217K Sell
2,531
-277
-10% -$25.2K 0.04% 384
2024
Q1 		$274K Sell
2,808
-329
-10% -$31.1K 0.05% 313
2023
Q4 		$307K Sell
3,137
-550
-15% -$45.9K 0.06% 274
2023
Q3 		$311K Buy
3,687
+239
+7% +$21K 0.07% 254
2023
Q2 		$315K Sell
3,448
-268
-7% -$23.7K 0.07% 250
2023
Q1 		$331K Sell
3,716
-256
-6% -$24.3K 0.08% 245
2022
Q4 		$403K Sell
3,972
-333
-8% -$30.8K 0.09% 218
2022
Q3 		$377K Buy
4,305
+2,033
+89% +$197K 0.1% 193
2022
Q2 		$220K Buy
+2,272
New +$241K 0.06% 319
2018
Q2 		– Sell
-3,094
Closed -$234K – 245
2018
Q1 		$234K Sell
3,094
-647
-17% -$50.9K 0.12% 204
2017
Q4 		$299K Buy
+3,741
New +$292K 0.15% 168

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

180 Wealth Advisors's BMO Position: Q3 2025 in Review

180 Wealth Advisors sold out of Bank of Montreal (BMO) in Q3 2025, closing a stake of 2,081 shares — an estimated $230K sold.

180 Wealth Advisors first reported a position in BMO in Q4 2017 and held it in 14 quarters. The position peaked at $403K in Q4 2022. 578 funds tracked by Wall St. Rank hold BMO as of Q3 2025.

  • 180 Wealth Advisors reported no remaining Bank of Montreal position as of Q3 2025 after selling out during the quarter.
  • 180 Wealth Advisors sold 2,081 Bank of Montreal shares in Q3 2025, an estimated $230K.
  • 180 Wealth Advisors first reported a position in Bank of Montreal in Q4 2017 and held it in 14 quarters.
  • 180 Wealth Advisors's Bank of Montreal position peaked at $403K in Q4 2022.
  • 578 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2025.

Based on 180 Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.