First Citizens Bank & Trust’s Bank of Montreal BMO Stock Holding History

First Citizens 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
2026 Q2	–	Sell	-4,464	Closed	-$604K	–	650
2026 Q1	$604K	Hold	4,464	–	–	0.01%	393
2025 Q4	$579K	Hold	4,464	–	–	0.01%	413
2025 Q3	$581K	Hold	4,464	–	–	0.01%	400
2025 Q2	$494K	Hold	4,464	–	–	0.01%	434
2025 Q1	$426K	Sell	4,464 -16	-0.4%	-$1.58K	0.01%	329
2024 Q4	$435K	Buy	+4,480	New	+$423K	0.01%	330

Other funds holding BMO

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return