Bank of Montreal
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Bank of Montreal’s Barron's 400 ETF BFOR Stock Holding History

Bank of Montreal’s Portfolio BFOR Stock Details BFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,800
Closed -$218K – 3851
2024
Q1 		$218K Hold
12,800
– – ﹤0.01% 3000
2023
Q4 		$202K Hold
12,800
– – ﹤0.01% 3134
2023
Q3 		$191K Buy
+12,800
New +$186K ﹤0.01% 3083
2016
Q2 		– Sell
-1,600
Closed -$12K – 4084
2016
Q1 		$12K Buy
+1,600
New +$11.3K ﹤0.01% 3550
2015
Q4 		– Sell
-1,180
Closed -$9K – 4218
2015
Q3 		$9K Buy
+1,180
New +$9.4K ﹤0.01% 3486

Other funds holding BFOR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
ASB Consultores Aventura, Florida $30.1M AUM 22.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
9WM
9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return
RCM
RMR Capital Management Tustin, California $138M AUM 9.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Montreal's BFOR Position: Q2 2024 in Review

Bank of Montreal sold out of Barron's 400 ETF (BFOR) in Q2 2024, closing a stake of 12,800 shares — an estimated $218K sold.

Bank of Montreal first reported a position in BFOR in Q3 2015 and held it in 5 quarters. The position peaked at $218K in Q1 2024. 32 funds tracked by Wall St. Rank hold BFOR as of Q2 2024.

  • Bank of Montreal reported no remaining Barron's 400 ETF position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 12,800 Barron's 400 ETF shares in Q2 2024, an estimated $218K.
  • Bank of Montreal first reported a position in Barron's 400 ETF in Q3 2015 and held it in 5 quarters.
  • Bank of Montreal's Barron's 400 ETF position peaked at $218K in Q1 2024.
  • 32 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.