Bank of Montreal
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Bank of Montreal’s Motley Fool Small-Cap Growth ETF TMFS Stock Holding History

Bank of Montreal’s Portfolio TMFS Stock Details TMFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-21
Closed -$725 – 3830
2025
Q3 		$725 Buy
+21
New +$739 ﹤0.01% 3484
2021
Q2 		– Sell
-159
Closed -$6K – 4856
2021
Q1 		$6K Hold
159
– – ﹤0.01% 4591
2020
Q4 		$6K Buy
+159
New +$5.71K ﹤0.01% 4747

Other funds holding TMFS

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DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TIA
Tiemann Investment Advisors Menlo Park, California $255M AUM 21.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal's TMFS Position: Q4 2025 in Review

Bank of Montreal sold out of Motley Fool Small-Cap Growth ETF (TMFS) in Q4 2025, closing a stake of 21 shares — an estimated $725 sold.

Bank of Montreal first reported a position in TMFS in Q4 2020 and held it in 3 quarters. The position peaked at $6K in Q1 2021. 29 funds tracked by Wall St. Rank hold TMFS as of Q4 2025.

  • Bank of Montreal reported no remaining Motley Fool Small-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Bank of Montreal sold 21 Motley Fool Small-Cap Growth ETF shares in Q4 2025, an estimated $725.
  • Bank of Montreal first reported a position in Motley Fool Small-Cap Growth ETF in Q4 2020 and held it in 3 quarters.
  • Bank of Montreal's Motley Fool Small-Cap Growth ETF position peaked at $6K in Q1 2021.
  • 29 funds tracked by Wall St. Rank held Motley Fool Small-Cap Growth ETF as of Q4 2025.

Based on Bank of Montreal's 13F filing for Q4 2025, filed 12 Feb 2026.