Firestone Capital Management’s Bank of Montreal BMO Stock Holding History

Firestone Capital Management’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	-2,100	Closed	-$204K	–	151
2024 Q4	$204K	Buy	+2,100	New	+$198K	0.05%	152
2024 Q2	–	Sell	-2,100	Closed	-$205K	–	146
2024 Q1	$205K	Hold	2,100	–	–	0.06%	140
2023 Q4	$208K	Buy	+2,100	New	+$175K	0.06%	126
2021 Q4	–	Sell	-1,000	Closed	-$103K	–	164
2021 Q3	$103K	Hold	1,000	–	–	0.03%	161
2021 Q2	$103K	Hold	1,000	–	–	0.04%	156
2021 Q1	$89K	Hold	1,000	–	–	0.03%	173
2020 Q4	$76K	Hold	1,000	–	–	0.03%	184
2020 Q3	$58K	Hold	1,000	–	–	0.03%	178
2020 Q2	$53K	Hold	1,000	–	–	0.02%	182
2020 Q1	$50K	Hold	1,000	–	–	0.03%	180
2019 Q4	$78K	Buy	+1,000	New	+$75.3K	0.03%	165

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

Firestone Capital Management's BMO Position: Q1 2025 in Review

Firestone Capital Management sold out of Bank of Montreal (BMO) in Q1 2025, closing a stake of 2,100 shares — an estimated $204K sold.

Firestone Capital Management first reported a position in BMO in Q4 2019 and held it in 11 quarters. The position peaked at $208K in Q4 2023. 557 funds tracked by Wall St. Rank hold BMO as of Q1 2025.

Firestone Capital Management reported no remaining Bank of Montreal position as of Q1 2025 after selling out during the quarter.
Firestone Capital Management sold 2,100 Bank of Montreal shares in Q1 2025, an estimated $204K.
Firestone Capital Management first reported a position in Bank of Montreal in Q4 2019 and held it in 11 quarters.
Firestone Capital Management's Bank of Montreal position peaked at $208K in Q4 2023.
557 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2025.

Based on Firestone Capital Management's 13F filing for Q1 2025, filed 2 May 2025.