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

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

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

Mackenzie Financial

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return