BOK Financial’s Bank of Montreal BMO Stock Holding History

BOK Financial’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
2024 Q3	–	Sell	-188	Closed	-$15.8K	–	1385
2024 Q2	$15.8K	Hold	188	–	–	﹤0.01%	924
2024 Q1	$18.4K	Sell	188 -154	-45%	-$14.5K	﹤0.01%	917
2023 Q4	$33.8K	Hold	342	–	–	﹤0.01%	843
2023 Q3	$25.8K	Buy	342 +154	+82%	+$13.5K	﹤0.01%	823
2023 Q2	$17K	Hold	188	–	–	﹤0.01%	887
2023 Q1	$16.8K	Buy	+188	New	+$17.8K	﹤0.01%	949

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

BOK Financial's BMO Position: Q3 2024 in Review

BOK Financial sold out of Bank of Montreal (BMO) in Q3 2024, closing a stake of 188 shares — an estimated $15.8K sold.

BOK Financial first reported a position in BMO in Q1 2023 and held it in 6 quarters. The position peaked at $33.8K in Q4 2023. 470 funds tracked by Wall St. Rank hold BMO as of Q3 2024.

BOK Financial reported no remaining Bank of Montreal position as of Q3 2024 after selling out during the quarter.
BOK Financial sold 188 Bank of Montreal shares in Q3 2024, an estimated $15.8K.
BOK Financial first reported a position in Bank of Montreal in Q1 2023 and held it in 6 quarters.
BOK Financial's Bank of Montreal position peaked at $33.8K in Q4 2023.
470 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2024.

Based on BOK Financial's 13F filing for Q3 2024, filed 14 Nov 2024.