Capital World Investors’s Bank of Montreal BMO Stock Holding History

Capital World Investors’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 Q3	–	Sell	-9,749	Closed	-$1.08M	–	578
2025 Q2	$1.08M	Hold	9,749	–	–	﹤0.01%	552
2025 Q1	$931K	Hold	9,749	–	–	﹤0.01%	533
2024 Q4	$946K	Hold	9,749	–	–	﹤0.01%	516
2024 Q3	$880K	Hold	9,749	–	–	﹤0.01%	505
2024 Q2	$818K	Hold	9,749	–	–	﹤0.01%	503
2024 Q1	$952K	Hold	9,749	–	–	﹤0.01%	504
2023 Q4	$965K	Hold	9,749	–	–	﹤0.01%	492
2023 Q3	$822K	Buy	9,749 +128	+1%	+$11.3K	﹤0.01%	503
2023 Q2	$869K	Buy	9,621 +119	+1%	+$10.5K	﹤0.01%	497
2023 Q1	$846K	Buy	9,502 +104	+1%	+$9.87K	﹤0.01%	504
2022 Q4	$851K	Buy	9,398 +99	+1%	+$9.16K	﹤0.01%	526
2022 Q3	$815K	Buy	9,299 +99	+1%	+$9.57K	﹤0.01%	534
2022 Q2	$885K	Buy	+9,200	New	+$978K	﹤0.01%	548
2018 Q4	–	Sell	-280,000	Closed	-$23.1M	–	528
2018 Q3	$23.1M	Buy	+280,000	New	+$22.5M	0.01%	459

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Capital World Investors's BMO Position: Q3 2025 in Review

Capital World Investors sold out of Bank of Montreal (BMO) in Q3 2025, closing a stake of 9,749 shares — an estimated $1.08M sold.

Capital World Investors first reported a position in BMO in Q3 2018 and held it in 14 quarters. The position peaked at $23.1M in Q3 2018. 579 funds tracked by Wall St. Rank hold BMO as of Q3 2025.

Capital World Investors reported no remaining Bank of Montreal position as of Q3 2025 after selling out during the quarter.
Capital World Investors sold 9,749 Bank of Montreal shares in Q3 2025, an estimated $1.08M.
Capital World Investors first reported a position in Bank of Montreal in Q3 2018 and held it in 14 quarters.
Capital World Investors's Bank of Montreal position peaked at $23.1M in Q3 2018.
579 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2025.

Based on Capital World Investors's 13F filing for Q3 2025, filed 13 Nov 2025.