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Cherokee Insurance’s Bank of Montreal BMO Stock Holding History

Cherokee Insurance’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
-3,005
Closed -$332K – 119
2025
Q2 		$332K Hold
3,005
– – 0.15% 97
2025
Q1 		$287K Hold
3,005
– – 0.13% 102
2024
Q4 		$292K Buy
+3,005
New +$284K 0.13% 97

Other funds holding BMO

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Cherokee Insurance's BMO Position: Q3 2025 in Review

Cherokee Insurance sold out of Bank of Montreal (BMO) in Q3 2025, closing a stake of 3,005 shares — an estimated $332K sold.

Cherokee Insurance first reported a position in BMO in Q4 2024 and held it in 3 quarters. The position peaked at $332K in Q2 2025. 579 funds tracked by Wall St. Rank hold BMO as of Q3 2025.

  • Cherokee Insurance reported no remaining Bank of Montreal position as of Q3 2025 after selling out during the quarter.
  • Cherokee Insurance sold 3,005 Bank of Montreal shares in Q3 2025, an estimated $332K.
  • Cherokee Insurance first reported a position in Bank of Montreal in Q4 2024 and held it in 3 quarters.
  • Cherokee Insurance's Bank of Montreal position peaked at $332K in Q2 2025.
  • 579 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2025.

Based on Cherokee Insurance's 13F filing for Q3 2025, filed 7 Nov 2025.