Employees Provident Fund Board’s Bank of Montreal BMO Stock Holding History

Employees Provident Fund Board’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	-18,200	Closed	-$2.01M	–	79
2025 Q2	$2.01M	Hold	18,200	–	–	0.02%	83
2025 Q1	$1.74M	Hold	18,200	–	–	0.02%	84
2024 Q4	$1.77M	Hold	18,200	–	–	0.02%	79
2024 Q3	$1.64M	Hold	18,200	–	–	0.02%	81
2024 Q2	$1.53M	Hold	18,200	–	–	0.02%	81
2024 Q1	$1.78M	Hold	18,200	–	–	0.03%	76
2023 Q4	$1.81M	Hold	18,200	–	–	0.04%	71
2023 Q3	$1.54M	Hold	18,200	–	–	0.03%	75
2023 Q2	$1.65M	Hold	18,200	–	–	0.04%	80
2023 Q1	$1.62M	Hold	18,200	–	–	0.04%	86
2022 Q4	$1.65M	Hold	18,200	–	–	0.05%	75
2022 Q3	$1.6M	Buy	18,200 +6,280	+53%	+$607K	0.05%	69
2022 Q2	$1.14M	Hold	11,920	–	–	0.03%	86
2022 Q1	$1.4M	Buy	11,920 +5,120	+75%	+$594K	0.02%	84
2021 Q4	$733K	Buy	+6,800	New	+$733K	0.01%	80

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Employees Provident Fund Board's BMO Position: Q3 2025 in Review

Employees Provident Fund Board sold out of Bank of Montreal (BMO) in Q3 2025, closing a stake of 18,200 shares — an estimated $2.01M sold.

Employees Provident Fund Board first reported a position in BMO in Q4 2021 and held it in 15 quarters. The position peaked at $2.01M in Q2 2025. 579 funds tracked by Wall St. Rank hold BMO as of Q3 2025.

Employees Provident Fund Board reported no remaining Bank of Montreal position as of Q3 2025 after selling out during the quarter.
Employees Provident Fund Board sold 18,200 Bank of Montreal shares in Q3 2025, an estimated $2.01M.
Employees Provident Fund Board first reported a position in Bank of Montreal in Q4 2021 and held it in 15 quarters.
Employees Provident Fund Board's Bank of Montreal position peaked at $2.01M in Q2 2025.
579 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2025.

Based on Employees Provident Fund Board's 13F filing for Q3 2025, filed 17 Mar 2026.