Fairman Group’s Bank of Montreal BMO Stock Holding History

Fairman Group’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 Q4	–	Sell	-37	Closed	-$4.82K	–	340
2025 Q3	$4.82K	Buy	+37	New	+$4.38K	﹤0.01%	198

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 $115B AUM 41.58% 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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Fairman Group's BMO Position: Q4 2025 in Review

Fairman Group sold out of Bank of Montreal (BMO) in Q4 2025, closing a stake of 37 shares — an estimated $4.82K sold.

Fairman Group first reported a position in BMO in Q3 2025 and held it in 1 quarter. The position peaked at $4.82K in Q3 2025. 616 funds tracked by Wall St. Rank hold BMO as of Q4 2025.

Fairman Group reported no remaining Bank of Montreal position as of Q4 2025 after selling out during the quarter.
Fairman Group sold 37 Bank of Montreal shares in Q4 2025, an estimated $4.82K.
Fairman Group first reported a position in Bank of Montreal in Q3 2025 and held it in 1 quarter.
Fairman Group's Bank of Montreal position peaked at $4.82K in Q3 2025.
616 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2025.

Based on Fairman Group's 13F filing for Q4 2025, filed 13 Feb 2026.