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Advisornet Financial’s Bank of Montreal BMO Stock Holding History

Advisornet Financial’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
Q2 		– Sell
-58
Closed -$5.54K – 2247
2025
Q1 		$5.54K Buy
+58
New +$5.74K ﹤0.01% 1590
2024
Q4 		– Sell
-1,000
Closed -$90.2K – 1996
2024
Q3 		$90.2K Hold
1,000
– – 0.01% 732
2024
Q2 		$83.8K Hold
1,000
– – 0.01% 680
2024
Q1 		$97.7K Hold
1,000
– – 0.01% 643
2023
Q4 		$98.9K Hold
1,000
– – 0.01% 646
2023
Q3 		$84.4K Hold
1,000
– – 0.01% 658
2023
Q2 		$90.3K Hold
1,000
– – 0.01% 669
2023
Q1 		$89.1K Hold
1,000
– – 0.01% 647
2022
Q4 		$90.6K Hold
1,000
– – 0.01% 644
2022
Q3 		$88K Hold
1,000
– – 0.01% 689
2022
Q2 		$96K Sell
1,000
-1,320
-57% -$140K 0.01% 680
2022
Q1 		$274K Sell
2,320
-200
-8% -$23.2K 0.02% 483
2021
Q4 		$271K Hold
2,520
– – 0.02% 527
2021
Q3 		$251K Sell
2,520
-40
-2% -$4.03K 0.02% 512
2021
Q2 		$263K Sell
2,560
-2,000
-44% -$197K 0.02% 525
2021
Q1 		$406K Hold
4,560
– – 0.03% 399
2020
Q4 		$347K Sell
4,560
-304
-6% -$20.8K 0.03% 400
2020
Q3 		$284K Buy
4,864
+2,000
+70% +$116K 0.02% 428
2020
Q2 		$152K Hold
2,864
– – 0.01% 555
2020
Q1 		$144K Hold
2,864
– – 0.01% 528
2019
Q4 		$222K Sell
2,864
-375
-12% -$28.2K 0.02% 479
2019
Q3 		$239K Buy
3,239
+1,304
+67% +$95K 0.02% 464
2019
Q2 		$146K Buy
1,935
+409
+27% +$31.3K 0.02% 512
2019
Q1 		$114K Hold
1,526
– – 0.01% 525
2018
Q4 		$100K Hold
1,526
– – 0.01% 516
2018
Q3 		$126K Hold
1,526
– – 0.02% 507
2018
Q2 		$118K Buy
1,526
+911
+148% +$70.1K 0.02% 484
2018
Q1 		$46K Buy
615
+300
+95% +$23.6K 0.01% 714
2017
Q4 		$25K Buy
+315
New +$24.6K ﹤0.01% 814

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Advisornet Financial's BMO Position: Q2 2025 in Review

Advisornet Financial sold out of Bank of Montreal (BMO) in Q2 2025, closing a stake of 58 shares — an estimated $5.54K sold.

Advisornet Financial first reported a position in BMO in Q4 2017 and held it in 29 quarters. The position peaked at $406K in Q1 2021. 566 funds tracked by Wall St. Rank hold BMO as of Q2 2025.

  • Advisornet Financial reported no remaining Bank of Montreal position as of Q2 2025 after selling out during the quarter.
  • Advisornet Financial sold 58 Bank of Montreal shares in Q2 2025, an estimated $5.54K.
  • Advisornet Financial first reported a position in Bank of Montreal in Q4 2017 and held it in 29 quarters.
  • Advisornet Financial's Bank of Montreal position peaked at $406K in Q1 2021.
  • 566 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2025.

Based on Advisornet Financial's 13F filing for Q2 2025, filed 14 Jul 2025.