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Financial Management Professionals’s Bank of Montreal BMO Stock Holding History

Financial Management Professionals’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
2026
Q2 		$45.9K Sell
260
-15
-5% -$2.36K ﹤0.01% 299
2026
Q1 		$37.2K Buy
275
+102
+59% +$14.2K ﹤0.01% 291
2025
Q4 		$22.5K Hold
173
– – ﹤0.01% 381
2025
Q3 		$22.5K Hold
173
– – ﹤0.01% 384
2025
Q2 		$19.1K Hold
173
– – ﹤0.01% 426
2025
Q1 		$16.5K Hold
173
– – ﹤0.01% 457
2024
Q4 		$16.8K Sell
173
-33
-16% -$3.12K ﹤0.01% 437
2024
Q3 		$19K Buy
206
+22
+12% +$1.88K ﹤0.01% 430
2024
Q2 		$15K Sell
184
-37
-17% -$3.36K ﹤0.01% 427
2024
Q1 		$22K Buy
221
+28
+15% +$2.64K ﹤0.01% 395
2023
Q4 		$19K Buy
193
+9
+5% +$751 ﹤0.01% 405
2023
Q3 		$16K Buy
184
+2
+1% +$176 ﹤0.01% 406
2023
Q2 		$16K Buy
182
+41
+29% +$3.62K ﹤0.01% 445
2023
Q1 		$13K Sell
141
-120
-46% -$11.4K ﹤0.01% 511
2022
Q4 		$24K Sell
261
-12
-4% -$1.11K ﹤0.01% 345
2022
Q3 		$24K Buy
273
+64
+31% +$6.19K 0.01% 317
2022
Q2 		$20K Buy
209
+69
+49% +$7.33K ﹤0.01% 351
2022
Q1 		$17K Buy
140
+18
+15% +$2.09K ﹤0.01% 387
2021
Q4 		$13K Hold
122
– – ﹤0.01% 431
2021
Q3 		$12K Hold
122
– – ﹤0.01% 437
2021
Q2 		$13K Hold
122
– – ﹤0.01% 349
2021
Q1 		$11K Buy
122
+41
+51% +$3.34K ﹤0.01% 351
2020
Q4 		$6K Buy
81
+22
+37% +$1.51K ﹤0.01% 419
2020
Q3 		$3K Buy
+59
New +$3.42K ﹤0.01% 449

Other funds holding BMO

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return