Doliver Advisors’s Bank of Montreal BMO Stock Holding History

Doliver 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 Q1	–	Sell	-2,597	Closed	-$252K	–	164
2024 Q4	$252K	Sell	2,597 -44	-2%	-$4.16K	0.07%	141
2024 Q3	$238K	Sell	2,641 -147	-5%	-$12.5K	0.07%	139
2024 Q2	$234K	Sell	2,788 -220	-7%	-$20K	0.07%	139
2024 Q1	$294K	Sell	3,008 -323	-10%	-$30.5K	0.08%	126
2023 Q4	$330K	Sell	3,331 -27	-0.8%	-$2.25K	0.1%	117
2023 Q3	$283K	Sell	3,358 -186	-5%	-$16.3K	0.09%	122
2023 Q2	$320K	Sell	3,544 -16	-0.4%	-$1.41K	0.1%	132
2023 Q1	$317K	Sell	3,560 -94	-3%	-$8.92K	0.1%	126
2022 Q4	$331K	Buy	+3,654	New	+$338K	0.11%	110
2022 Q3	–	Sell	-2,124	Closed	-$204K	–	151
2022 Q2	$204K	Sell	2,124 -414	-16%	-$44K	0.07%	148
2022 Q1	$299K	Sell	2,538 -112	-4%	-$13K	0.09%	133
2021 Q4	$308K	Sell	2,650 -507	-16%	-$54.6K	0.1%	127
2021 Q3	$315K	Buy	+3,157	New	+$318K	0.11%	132

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Doliver Advisors's BMO Position: Q1 2025 in Review

Doliver Advisors sold out of Bank of Montreal (BMO) in Q1 2025, closing a stake of 2,597 shares — an estimated $252K sold.

Doliver Advisors first reported a position in BMO in Q3 2021 and held it in 13 quarters. The position peaked at $331K in Q4 2022. 557 funds tracked by Wall St. Rank hold BMO as of Q1 2025.

Doliver Advisors reported no remaining Bank of Montreal position as of Q1 2025 after selling out during the quarter.
Doliver Advisors sold 2,597 Bank of Montreal shares in Q1 2025, an estimated $252K.
Doliver Advisors first reported a position in Bank of Montreal in Q3 2021 and held it in 13 quarters.
Doliver Advisors's Bank of Montreal position peaked at $331K in Q4 2022.
557 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2025.

Based on Doliver Advisors's 13F filing for Q1 2025, filed 8 Apr 2025.