Bray Capital Advisors’s Bank of Montreal BMO Stock Holding History

Bray Capital Advisors’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 Q4	$77.6K	Hold	800	–	–	0.02%	161
2024 Q3	$72.2K	Hold	800	–	–	0.02%	168
2024 Q2	$67.1K	Hold	800	–	–	0.02%	165
2024 Q1	$78.1K	Hold	800	–	–	0.02%	164
2023 Q4	$79.2K	Hold	800	–	–	0.02%	163
2023 Q3	$67.5K	Hold	800	–	–	0.02%	165
2023 Q2	$72.2K	Hold	800	–	–	0.02%	166
2023 Q1	$71.3K	Hold	800	–	–	0.02%	172
2022 Q4	$72.5K	Hold	800	–	–	0.02%	169
2022 Q3	$70K	Hold	800	–	–	0.02%	170
2022 Q2	$77K	Hold	800	–	–	0.02%	170
2022 Q1	$94K	Hold	800	–	–	0.02%	167
2021 Q4	$86K	Hold	800	–	–	0.02%	169
2021 Q3	$80K	Hold	800	–	–	0.02%	167
2021 Q2	$82K	Hold	800	–	–	0.02%	168
2021 Q1	$71K	Hold	800	–	–	0.02%	172
2020 Q4	$61K	Hold	800	–	–	0.02%	174
2020 Q3	$47K	Hold	800	–	–	0.02%	176
2020 Q2	$42K	Hold	800	–	–	0.02%	179
2020 Q1	$40K	Sell	800 -350	-30%	-$23.7K	0.02%	176
2019 Q4	$89K	Hold	1,150	–	–	0.03%	166
2019 Q3	$85K	Hold	1,150	–	–	0.03%	166
2019 Q2	$87K	Hold	1,150	–	–	0.03%	179
2019 Q1	$86K	Hold	1,150	–	–	0.04%	179
2018 Q4	$75K	Hold	1,150	–	–	0.04%	185
2018 Q3	$95K	Hold	1,150	–	–	0.04%	178
2018 Q2	$89K	Hold	1,150	–	–	0.04%	174
2018 Q1	$87K	Buy	+1,150	New	+$90.5K	0.04%	177
2015 Q4	–	Sell	-1,150	Closed	-$63K	–	149
2015 Q3	$63K	Sell	1,150 -4,300	-79%	-$236K	0.04%	195
2015 Q2	$323K	Hold	5,450	–	–	0.19%	105
2015 Q1	$327K	Hold	5,450	–	–	0.19%	110
2014 Q4	$385K	Buy	+5,450	New	+$390K	0.25%	103

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Bray Capital Advisors's BMO Position: Q4 2024 in Review

Bray Capital Advisors held its Bank of Montreal (BMO) position steady in Q4 2024 at 800 shares worth $77.6K. The position accounts for 0.02% of the portfolio, ranked #161.

Bray Capital Advisors first reported a position in BMO in Q4 2014 and has held it in 32 quarters since. The position peaked at $385K in Q4 2014. 536 funds tracked by Wall St. Rank hold BMO as of Q4 2024.

Bray Capital Advisors held 800 shares of Bank of Montreal worth $77.6K as of Q4 2024.
Bray Capital Advisors left its Bank of Montreal share count unchanged in Q4 2024.
Bank of Montreal made up 0.02% of Bray Capital Advisors's portfolio in Q4 2024, its #161 holding.
Bray Capital Advisors first reported a position in Bank of Montreal in Q4 2014 and has held it in 32 quarters since.
Bray Capital Advisors's Bank of Montreal position peaked at $385K in Q4 2014.
536 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2024.

Based on Bray Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.