Concourse Financial Group Securities’s Bank of Montreal BMO Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell	-240	Closed	-$24K	–	240
2024 Q4	$24K	Hold	240	–	–	﹤0.01%	1498
2024 Q3	$21.6K	Hold	240	–	–	﹤0.01%	1489
2024 Q2	$20.1K	Hold	240	–	–	﹤0.01%	1509
2024 Q1	$23.4K	Hold	240	–	–	﹤0.01%	1471
2023 Q4	$23.7K	Hold	240	–	–	﹤0.01%	1438
2023 Q3	$20.2K	Hold	240	–	–	﹤0.01%	1431
2023 Q2	$21.7K	Hold	240	–	–	﹤0.01%	1413
2023 Q1	$21.4K	Hold	240	–	–	﹤0.01%	1439
2022 Q4	$21.7K	Hold	240	–	–	﹤0.01%	1436
2022 Q3	$21K	Sell	240 -16	-6%	-$1.55K	﹤0.01%	1290
2022 Q2	$25K	Hold	256	–	–	﹤0.01%	1368
2022 Q1	$30K	Hold	256	–	–	﹤0.01%	1334
2021 Q4	$28K	Buy	256 +16	+7%	+$1.72K	﹤0.01%	1517
2021 Q3	$24K	Sell	240 -250	-51%	-$25.2K	﹤0.01%	1592
2021 Q2	$50K	Hold	490	–	–	﹤0.01%	1311
2021 Q1	$44K	Buy	490 +240	+96%	+$19.6K	﹤0.01%	1266
2020 Q4	$19K	Hold	250	–	–	﹤0.01%	1474
2020 Q3	$15K	Buy	+250	New	+$14.5K	﹤0.01%	1439
2019 Q1	–	Sell	-38	Closed	-$2.81K	–	2271
2018 Q4	$2K	Buy	+38	New	+$2.82K	﹤0.01%	1895

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

Norges Bank Oslo, Norway $935B AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Concourse Financial Group Securities's BMO Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Bank of Montreal (BMO) in Q1 2025, closing a stake of 240 shares — an estimated $24K sold.

Concourse Financial Group Securities first reported a position in BMO in Q4 2018 and held it in 19 quarters. The position peaked at $50K in Q2 2021. 557 funds tracked by Wall St. Rank hold BMO as of Q1 2025.

Concourse Financial Group Securities reported no remaining Bank of Montreal position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 240 Bank of Montreal shares in Q1 2025, an estimated $24K.
Concourse Financial Group Securities first reported a position in Bank of Montreal in Q4 2018 and held it in 19 quarters.
Concourse Financial Group Securities's Bank of Montreal position peaked at $50K in Q2 2021.
557 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.