FineMark National Bank & Trust’s Bank of Montreal BMO Stock Holding History

FineMark National Bank & Trust’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 Q1	–	Sell	-3,240	Closed	-$314K	–	446
2024 Q4	$314K	Sell	3,240 -5,681	-64%	-$537K	0.01%	344
2024 Q3	$805K	Buy	+8,921	New	+$761K	0.03%	238
2017 Q1	–	Sell	-27	Closed	-$2K	–	441
2016 Q4	$2K	Hold	27	–	–	﹤0.01%	1151
2016 Q3	$2K	Hold	27	–	–	﹤0.01%	1157
2016 Q2	$2K	Hold	27	–	–	﹤0.01%	1185
2016 Q1	$2K	Hold	27	–	–	﹤0.01%	1121
2015 Q4	$2K	Hold	27	–	–	﹤0.01%	1151
2015 Q3	$1K	Hold	27	–	–	﹤0.01%	1351
2015 Q2	$2K	Hold	27	–	–	﹤0.01%	1233
2015 Q1	$2K	Sell	27 -400	-94%	-$24.8K	﹤0.01%	1234
2014 Q4	$30K	Hold	427	–	–	﹤0.01%	804
2014 Q3	$31K	Hold	427	–	–	0.01%	761
2014 Q2	$31K	Hold	427	–	–	0.01%	757
2014 Q1	$29K	Buy	427 +100	+31%	+$6.5K	0.01%	770
2013 Q4	$22K	Sell	327 -26	-7%	-$1.77K	﹤0.01%	806
2013 Q3	$24K	Buy	353 +296	+519%	+$18.6K	0.01%	747
2013 Q2	$4K	Buy	+57	New	+$3.45K	﹤0.01%	1129

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

Norges Bank Oslo, Norway $1T AUM

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

FineMark National Bank & Trust's BMO Position: Q1 2025 in Review

FineMark National Bank & Trust sold out of Bank of Montreal (BMO) in Q1 2025, closing a stake of 3,240 shares — an estimated $314K sold.

FineMark National Bank & Trust first reported a position in BMO in Q2 2013 and held it in 17 quarters. The position peaked at $805K in Q3 2024. 557 funds tracked by Wall St. Rank hold BMO as of Q1 2025.

FineMark National Bank & Trust reported no remaining Bank of Montreal position as of Q1 2025 after selling out during the quarter.
FineMark National Bank & Trust sold 3,240 Bank of Montreal shares in Q1 2025, an estimated $314K.
FineMark National Bank & Trust first reported a position in Bank of Montreal in Q2 2013 and held it in 17 quarters.
FineMark National Bank & Trust's Bank of Montreal position peaked at $805K in Q3 2024.
557 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2025.

Based on FineMark National Bank & Trust's 13F filing for Q1 2025, filed 13 May 2025.