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FDx Advisors’s Bank of Montreal BMO Stock Holding History

FDx 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
Q2 		– Sell
-2,099
Closed -$200K – 178
2025
Q1 		$200K Hold
2,099
– – 0.07% 172
2024
Q4 		$204K Buy
+2,099
New +$198K 0.06% 174
2022
Q4 		– Sell
-2,478
Closed -$217K – 744
2022
Q3 		$217K Sell
2,478
-37
-1% -$3.58K 0.01% 660
2022
Q2 		$242K Buy
+2,515
New +$267K 0.01% 707
2022
Q1 		– Sell
-3,105
Closed -$334K – 845
2021
Q4 		$334K Sell
3,105
-7
-0.2% -$754 0.01% 664
2021
Q3 		$310K Sell
3,112
-244
-7% -$24.6K 0.01% 657
2021
Q2 		$344K Sell
3,356
-141
-4% -$13.9K 0.01% 615
2021
Q1 		$312K Buy
3,497
+606
+21% +$49.4K 0.01% 614
2020
Q4 		$220K Buy
+2,891
New +$198K 0.01% 656
2019
Q2 		– Sell
-2,932
Closed -$219K – 805
2019
Q1 		$219K Buy
+2,932
New +$217K 0.01% 704
2018
Q4 		– Sell
-4,044
Closed -$334K – 573
2018
Q3 		$334K Sell
4,044
-3,326
-45% -$268K 0.01% 658
2018
Q2 		$569K Sell
7,370
-4,205
-36% -$324K 0.02% 504
2018
Q1 		$875K Sell
11,575
-3,089
-21% -$243K 0.03% 548
2017
Q4 		$1.17M Buy
14,664
+640
+5% +$49.9K 0.03% 496
2017
Q3 		$1.06M Sell
14,024
-30
-0.2% -$2.24K 0.03% 504
2017
Q2 		$1.03M Sell
14,054
-1,678
-11% -$119K 0.03% 503
2017
Q1 		$1.18M Sell
15,732
-975
-6% -$73.6K 0.04% 468
2016
Q4 		$1.2M Buy
16,707
+912
+6% +$60.8K 0.03% 468
2016
Q3 		$1.04M Sell
15,795
-1,250
-7% -$81.2K 0.04% 380
2016
Q2 		$1.08M Sell
17,045
-1,764
-9% -$112K 0.05% 331
2016
Q1 		$1.14M Buy
18,809
+8,896
+90% +$487K 0.05% 321
2015
Q4 		$559K Buy
+9,913
New +$570K 0.03% 526

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

FDx Advisors's BMO Position: Q2 2025 in Review

FDx Advisors sold out of Bank of Montreal (BMO) in Q2 2025, closing a stake of 2,099 shares — an estimated $200K sold.

FDx Advisors first reported a position in BMO in Q4 2015 and held it in 22 quarters. The position peaked at $1.2M in Q4 2016. 566 funds tracked by Wall St. Rank hold BMO as of Q2 2025.

  • FDx Advisors reported no remaining Bank of Montreal position as of Q2 2025 after selling out during the quarter.
  • FDx Advisors sold 2,099 Bank of Montreal shares in Q2 2025, an estimated $200K.
  • FDx Advisors first reported a position in Bank of Montreal in Q4 2015 and held it in 22 quarters.
  • FDx Advisors's Bank of Montreal position peaked at $1.2M in Q4 2016.
  • 566 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2025.

Based on FDx Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.