Atlantic Union Bankshares’s Bank of Montreal BMO Stock Holding History

Atlantic Union Bankshares’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	-23	Closed	-$3K	–	1702
2025 Q3	$3K	Hold	23	–	–	﹤0.01%	1439
2025 Q2	$2.54K	Buy	+23	New	+$2.32K	﹤0.01%	1063

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Atlantic Union Bankshares's BMO Position: Q4 2025 in Review

Atlantic Union Bankshares sold out of Bank of Montreal (BMO) in Q4 2025, closing a stake of 23 shares — an estimated $3K sold.

Atlantic Union Bankshares first reported a position in BMO in Q2 2025 and held it in 2 quarters. The position peaked at $3K in Q3 2025. 618 funds tracked by Wall St. Rank hold BMO as of Q4 2025.

Atlantic Union Bankshares reported no remaining Bank of Montreal position as of Q4 2025 after selling out during the quarter.
Atlantic Union Bankshares sold 23 Bank of Montreal shares in Q4 2025, an estimated $3K.
Atlantic Union Bankshares first reported a position in Bank of Montreal in Q2 2025 and held it in 2 quarters.
Atlantic Union Bankshares's Bank of Montreal position peaked at $3K in Q3 2025.
618 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2025.

Based on Atlantic Union Bankshares's 13F filing for Q4 2025, filed 4 Feb 2026.