Anson Funds Management’s Bank of Montreal BMO Stock Holding History

Anson Funds 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 Q1	–	Sell	-20,000	Closed	-$1.94M	–	132
2024 Q4	$1.94M	Buy	+20,000	New	+$1.89M	0.2%	74
2024 Q3	–	Sell	-15,217	Closed	-$1.28M	–	160
2024 Q2	$1.28M	Sell	15,217 -9,783	-39%	-$888K	0.15%	98
2024 Q1	$2.44M	Buy	+25,000	New	+$2.36M	0.16%	63
2023 Q3	–	Sell	-20,000	Closed	-$1.81M	–	143
2023 Q2	$1.81M	Buy	+20,000	New	+$1.77M	0.3%	64
2022 Q1	–	Sell	-10,000	Closed	-$1.08M	–	353
2021 Q4	$1.08M	Buy	+10,000	New	+$1.08M	0.11%	154

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

Norges Bank Oslo, Norway $1T AUM

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Anson Funds Management's BMO Position: Q1 2025 in Review

Anson Funds Management sold out of Bank of Montreal (BMO) in Q1 2025, closing a stake of 20,000 shares — an estimated $1.94M sold.

Anson Funds Management first reported a position in BMO in Q4 2021 and held it in 5 quarters. The position peaked at $2.44M in Q1 2024. 557 funds tracked by Wall St. Rank hold BMO as of Q1 2025.

Anson Funds Management reported no remaining Bank of Montreal position as of Q1 2025 after selling out during the quarter.
Anson Funds Management sold 20,000 Bank of Montreal shares in Q1 2025, an estimated $1.94M.
Anson Funds Management first reported a position in Bank of Montreal in Q4 2021 and held it in 5 quarters.
Anson Funds Management's Bank of Montreal position peaked at $2.44M in Q1 2024.
557 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2025.

Based on Anson Funds Management's 13F filing for Q1 2025, filed 14 May 2025.