Cobblestone Capital Advisors’s Bank of Montreal BMO Stock Holding History

Cobblestone Capital Advisors’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	$261K	Sell	2,000 -200	-9%	-$23.7K	0.01%	271
2025 Q2	$243K	Hold	2,200	–	–	0.01%	272
2025 Q1	$210K	Hold	2,200	–	–	0.01%	283
2024 Q4	$214K	Buy	+2,200	New	+$208K	0.01%	282
2024 Q3	–	Sell	-3,000	Closed	-$252K	–	289
2024 Q2	$252K	Hold	3,000	–	–	0.02%	245
2024 Q1	$293K	Hold	3,000	–	–	0.02%	230
2023 Q4	$297K	Buy	+3,000	New	+$250K	0.02%	224

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

Cobblestone Capital Advisors's BMO Position: Q3 2025 in Review

Cobblestone Capital Advisors reduced its Bank of Montreal (BMO) stake by 9.1% in Q3 2025, selling an estimated $23.7K and leaving 2,000 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #271.

Cobblestone Capital Advisors first reported a position in BMO in Q4 2023 and has held it in 7 quarters since. The position peaked at $297K in Q4 2023. 579 funds tracked by Wall St. Rank hold BMO as of Q3 2025.

Cobblestone Capital Advisors held 2,000 shares of Bank of Montreal worth $261K as of Q3 2025.
Cobblestone Capital Advisors sold 200 Bank of Montreal shares in Q3 2025, an estimated $23.7K.
Bank of Montreal made up 0.01% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #271 holding.
Cobblestone Capital Advisors first reported a position in Bank of Montreal in Q4 2023 and has held it in 7 quarters since.
Cobblestone Capital Advisors's Bank of Montreal position peaked at $297K in Q4 2023.
579 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.