Capital A Wealth Management’s Bank of Montreal BMO Stock Holding History

Capital A Wealth Management’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 Q2	–	Sell	-44	Closed	-$4.2K	–	470
2025 Q1	$4.2K	Hold	44	–	–	﹤0.01%	396
2024 Q4	$4.27K	Buy	+44	New	+$4.16K	0.01%	398

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

Norges Bank Oslo, Norway $1T AUM

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Capital A Wealth Management's BMO Position: Q2 2025 in Review

Capital A Wealth Management sold out of Bank of Montreal (BMO) in Q2 2025, closing a stake of 44 shares — an estimated $4.2K sold.

Capital A Wealth Management first reported a position in BMO in Q4 2024 and held it in 2 quarters. The position peaked at $4.27K in Q4 2024. 566 funds tracked by Wall St. Rank hold BMO as of Q2 2025.

Capital A Wealth Management reported no remaining Bank of Montreal position as of Q2 2025 after selling out during the quarter.
Capital A Wealth Management sold 44 Bank of Montreal shares in Q2 2025, an estimated $4.2K.
Capital A Wealth Management first reported a position in Bank of Montreal in Q4 2024 and held it in 2 quarters.
Capital A Wealth Management's Bank of Montreal position peaked at $4.27K in Q4 2024.
566 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.