Avantax Advisory Services’s Bank of Montreal BMO Stock Holding History

Avantax Advisory Services’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	$896K	Buy	8,103 +850	+12%	+$85.7K	﹤0.01%	1234
2025 Q1	$693K	Buy	7,253 +507	+8%	+$50.1K	﹤0.01%	1311
2024 Q4	$655K	Buy	6,746 +1,591	+31%	+$150K	﹤0.01%	1278
2024 Q3	$465K	Buy	5,155 +18	+0.4%	+$1.54K	﹤0.01%	1456
2024 Q2	$431K	Buy	5,137 +1,128	+28%	+$102K	﹤0.01%	1463
2024 Q1	$392K	Buy	4,009 +1,591	+66%	+$150K	﹤0.01%	1161
2023 Q4	$239K	Buy	+2,418	New	+$202K	﹤0.01%	1361
2023 Q3	–	Sell	-2,280	Closed	-$206K	–	1556
2023 Q2	$206K	Buy	2,280 +25	+1%	+$2.21K	﹤0.01%	1389
2023 Q1	$201K	Sell	2,255 -8	-0.4%	-$759	﹤0.01%	1380
2022 Q4	$205K	Sell	2,263 -330	-13%	-$30.5K	﹤0.01%	1299
2022 Q3	$227K	Buy	2,593 +518	+25%	+$50.1K	﹤0.01%	1141
2022 Q2	$200K	Buy	2,075 +131	+7%	+$13.9K	﹤0.01%	1209
2022 Q1	$228K	Buy	1,944 +46	+2%	+$5.33K	﹤0.01%	1133
2021 Q4	$205K	Buy	+1,898	New	+$205K	﹤0.01%	1160

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Avantax Advisory Services's BMO Position: Q2 2025 in Review

Avantax Advisory Services increased its Bank of Montreal (BMO) stake by 12% in Q2 2025, buying an estimated $85.7K and bringing the position to 8,103 shares worth $896K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

Avantax Advisory Services first reported a position in BMO in Q4 2021 and has held it in 14 quarters since. 566 funds tracked by Wall St. Rank hold BMO as of Q2 2025.

Avantax Advisory Services held 8,103 shares of Bank of Montreal worth $896K as of Q2 2025.
Avantax Advisory Services bought 850 Bank of Montreal shares in Q2 2025, an estimated $85.7K.
Bank of Montreal made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1234 holding.
Avantax Advisory Services first reported a position in Bank of Montreal in Q4 2021 and has held it in 14 quarters since.
566 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.