CIBC Private Wealth Group
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CIBC Private Wealth Group’s Bank of Montreal BMO Stock Holding History

CIBC Private Wealth Group’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
Q4 		$259K Sell
1,999
-195
-9% -$24.7K ﹤0.01% 1076
2025
Q3 		$286K Buy
2,194
+695
+46% +$82.3K ﹤0.01% 1031
2025
Q2 		$166K Sell
1,499
-9,126
-86% -$920K ﹤0.01% 1195
2025
Q1 		$931K Buy
10,625
+2,985
+39% +$295K ﹤0.01% 658
2024
Q4 		$752K Buy
7,640
+2,897
+61% +$274K ﹤0.01% 766
2024
Q3 		$428K Sell
4,743
-1,888
-28% -$161K ﹤0.01% 918
2024
Q2 		$559K Sell
6,631
-368
-5% -$33.4K ﹤0.01% 790
2024
Q1 		$683K Sell
6,999
-901
-11% -$85.1K ﹤0.01% 757
2023
Q4 		$782K Sell
7,900
-500
-6% -$41.7K ﹤0.01% 691
2023
Q3 		$710K Buy
8,400
+3,688
+78% +$324K ﹤0.01% 673
2023
Q2 		$426K Buy
+4,712
New +$417K ﹤0.01% 719
2022
Q3 		– Sell
-2,244
Closed -$216K – 941
2022
Q2 		$216K Sell
2,244
-24,850
-92% -$2.64M ﹤0.01% 868
2022
Q1 		$3.2M Buy
27,094
+20,453
+308% +$2.37M 0.01% 452
2021
Q4 		$716K Buy
6,641
+4,397
+196% +$474K ﹤0.01% 701
2021
Q3 		$224K Sell
2,244
-4,397
-66% -$443K ﹤0.01% 876
2021
Q2 		$681K Buy
6,641
+2,244
+51% +$221K ﹤0.01% 738
2021
Q1 		$392K Hold
4,397
– – ﹤0.01% 856
2020
Q4 		$334K Hold
4,397
– – ﹤0.01% 851
2020
Q3 		$233K Buy
+4,397
New +$255K ﹤0.01% 823
2020
Q2 		– Sell
-4,397
Closed -$221K – 619
2020
Q1 		$221K Buy
4,397
+1,458
+50% +$98.8K ﹤0.01% 780
2019
Q4 		$228K Sell
2,939
-233
-7% -$17.5K ﹤0.01% 851
2019
Q3 		$234K Hold
3,172
– – ﹤0.01% 833
2019
Q2 		$239K Hold
3,172
– – ﹤0.01% 858
2019
Q1 		$237K Hold
3,172
– – ﹤0.01% 866
2018
Q4 		$207K Sell
3,172
-237
-7% -$17.6K ﹤0.01% 836
2018
Q3 		$281K Sell
3,409
-1,050
-24% -$84.5K ﹤0.01% 876
2018
Q2 		$345K Buy
4,459
+1,050
+31% +$80.8K ﹤0.01% 838
2018
Q1 		$258K Buy
3,409
+1,000
+42% +$78.7K ﹤0.01% 894
2017
Q4 		$193K Buy
+2,409
New +$188K ﹤0.01% 929

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

CIBC Private Wealth Group's BMO Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Bank of Montreal (BMO) stake by 8.9% in Q4 2025, selling an estimated $24.7K and leaving 1,999 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

CIBC Private Wealth Group first reported a position in BMO in Q4 2017 and has held it in 29 quarters since. The position peaked at $3.2M in Q1 2022. 616 funds tracked by Wall St. Rank hold BMO as of Q4 2025.

  • CIBC Private Wealth Group held 1,999 shares of Bank of Montreal worth $259K as of Q4 2025.
  • CIBC Private Wealth Group sold 195 Bank of Montreal shares in Q4 2025, an estimated $24.7K.
  • Bank of Montreal made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1076 holding.
  • CIBC Private Wealth Group first reported a position in Bank of Montreal in Q4 2017 and has held it in 29 quarters since.
  • CIBC Private Wealth Group's Bank of Montreal position peaked at $3.2M in Q1 2022.
  • 616 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.