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Albion Financial Group’s Bank of Montreal BMO Stock Holding History

Albion Financial Group’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
Q4 		– Sell
-77
Closed -$10K – 654
2025
Q3 		$10K Buy
+77
New +$9.12K ﹤0.01% 394

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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Albion Financial Group's BMO Position: Q4 2025 in Review

Albion Financial Group sold out of Bank of Montreal (BMO) in Q4 2025, closing a stake of 77 shares — an estimated $10K sold.

Albion Financial Group first reported a position in BMO in Q3 2025 and held it in 1 quarter. The position peaked at $10K in Q3 2025. 618 funds tracked by Wall St. Rank hold BMO as of Q4 2025.

  • Albion Financial Group reported no remaining Bank of Montreal position as of Q4 2025 after selling out during the quarter.
  • Albion Financial Group sold 77 Bank of Montreal shares in Q4 2025, an estimated $10K.
  • Albion Financial Group first reported a position in Bank of Montreal in Q3 2025 and held it in 1 quarter.
  • Albion Financial Group's Bank of Montreal position peaked at $10K in Q3 2025.
  • 618 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2025.

Based on Albion Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.