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

Aigen 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
2025 Q3	–	Sell	-5,616	Closed	-$848K	–	803
2025 Q2	$848K	Buy	+5,616	New	+$566K	0.12%	276
2024 Q4	–	Sell	-3,933	Closed	-$355K	–	743
2024 Q3	$355K	Buy	+3,933	New	+$336K	0.07%	413
2023 Q2	–	Sell	-14,215	Closed	-$1.27M	–	753
2023 Q1	$1.27M	Buy	+14,215	New	+$1.35M	0.17%	143
2022 Q3	–	Sell	-2,696	Closed	-$259K	–	587
2022 Q2	$259K	Sell	2,696 -11,728	-81%	-$1.25M	0.04%	415
2022 Q1	$1.7M	Buy	14,424 +9,334	+183%	+$1.08M	0.29%	97
2021 Q4	$540K	Buy	+5,090	New	+$549K	0.03%	592

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Aigen Investment Management's BMO Position: Q3 2025 in Review

Aigen Investment Management sold out of Bank of Montreal (BMO) in Q3 2025, closing a stake of 5,616 shares — an estimated $848K sold.

Aigen Investment Management first reported a position in BMO in Q4 2021 and held it in 6 quarters. The position peaked at $1.7M in Q1 2022. 579 funds tracked by Wall St. Rank hold BMO as of Q3 2025.

Aigen Investment Management reported no remaining Bank of Montreal position as of Q3 2025 after selling out during the quarter.
Aigen Investment Management sold 5,616 Bank of Montreal shares in Q3 2025, an estimated $848K.
Aigen Investment Management first reported a position in Bank of Montreal in Q4 2021 and held it in 6 quarters.
Aigen Investment Management's Bank of Montreal position peaked at $1.7M in Q1 2022.
579 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2025.

Based on Aigen Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.