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Bleakley Financial Group’s Bank of Montreal BMO Stock Holding History

Bleakley Financial Group’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
-10,064
Closed -$1.31M – 683
2025
Q3 		$1.31M Buy
+10,064
New +$1.19M 0.03% 359
2025
Q1 		– Sell
-3,553
Closed -$345K – 564
2024
Q4 		$345K Buy
+3,553
New +$336K 0.01% 746

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bleakley Financial Group's BMO Position: Q4 2025 in Review

Bleakley Financial Group sold out of Bank of Montreal (BMO) in Q4 2025, closing a stake of 10,064 shares — an estimated $1.31M sold.

Bleakley Financial Group first reported a position in BMO in Q4 2024 and held it in 2 quarters. The position peaked at $1.31M in Q3 2025. 616 funds tracked by Wall St. Rank hold BMO as of Q4 2025.

  • Bleakley Financial Group reported no remaining Bank of Montreal position as of Q4 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 10,064 Bank of Montreal shares in Q4 2025, an estimated $1.31M.
  • Bleakley Financial Group first reported a position in Bank of Montreal in Q4 2024 and held it in 2 quarters.
  • Bleakley Financial Group's Bank of Montreal position peaked at $1.31M in Q3 2025.
  • 616 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2025.

Based on Bleakley Financial Group's 13F filing for Q4 2025, filed 9 Feb 2026.