Capital Group Private Client Services’s Bank of Montreal BMO Stock Holding History

Capital Group Private Client Services’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	–	Sell	-27,596	Closed	-$2.49M	–	272
2024 Q3	$2.49M	Sell	27,596 -1,619	-6%	-$138K	0.02%	199
2024 Q2	$2.45M	Sell	29,215 -202	-0.7%	-$18.3K	0.02%	194
2024 Q1	$2.87M	Buy	29,417 +8,340	+40%	+$787K	0.03%	191
2023 Q4	$2.09M	Sell	21,077 -2,202	-9%	-$184K	0.02%	193
2023 Q3	$1.96M	Sell	23,279 -10,395	-31%	-$914K	0.02%	184
2023 Q2	$3.04M	Buy	+33,674	New	+$2.98M	0.04%	162

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

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

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 Group Private Client Services's BMO Position: Q4 2024 in Review

Capital Group Private Client Services sold out of Bank of Montreal (BMO) in Q4 2024, closing a stake of 27,596 shares — an estimated $2.49M sold.

Capital Group Private Client Services first reported a position in BMO in Q2 2023 and held it in 6 quarters. The position peaked at $3.04M in Q2 2023. 538 funds tracked by Wall St. Rank hold BMO as of Q4 2024.

Capital Group Private Client Services reported no remaining Bank of Montreal position as of Q4 2024 after selling out during the quarter.
Capital Group Private Client Services sold 27,596 Bank of Montreal shares in Q4 2024, an estimated $2.49M.
Capital Group Private Client Services first reported a position in Bank of Montreal in Q2 2023 and held it in 6 quarters.
Capital Group Private Client Services's Bank of Montreal position peaked at $3.04M in Q2 2023.
538 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2024.

Based on Capital Group Private Client Services's 13F filing for Q4 2024, filed 13 Feb 2025.