Bank of Montreal
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Bank of Montreal’s Franklin Bitcoin ETF EZBC Stock Holding History

Bank of Montreal’s Portfolio EZBC Stock Details EZBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,795
Closed -$335K – 3640
2024
Q3 		$335K Hold
8,795
– – ﹤0.01% 2696
2024
Q2 		$318K Hold
8,795
– – ﹤0.01% 2696
2024
Q1 		$357K Buy
+8,795
New +$279K ﹤0.01% 2671

Other funds holding EZBC

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
RW
Rede Wealth Charlottesville, Virginia $302M AUM 20.13% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $266M AUM 25.32% 1-Year Est. Return

Bank of Montreal's EZBC Position: Q4 2024 in Review

Bank of Montreal sold out of Franklin Bitcoin ETF (EZBC) in Q4 2024, closing a stake of 8,795 shares — an estimated $335K sold.

Bank of Montreal first reported a position in EZBC in Q1 2024 and held it in 3 quarters. The position peaked at $357K in Q1 2024. 62 funds tracked by Wall St. Rank hold EZBC as of Q4 2024.

  • Bank of Montreal reported no remaining Franklin Bitcoin ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 8,795 Franklin Bitcoin ETF shares in Q4 2024, an estimated $335K.
  • Bank of Montreal first reported a position in Franklin Bitcoin ETF in Q1 2024 and held it in 3 quarters.
  • Bank of Montreal's Franklin Bitcoin ETF position peaked at $357K in Q1 2024.
  • 62 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.