Foster Dykema Cabot & Partners’s Bank of Montreal BMO Stock Holding History

Foster Dykema Cabot & Partners’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 Q4	–	Sell	-40	Closed	-$5.21K	–	344
2025 Q3	$5.21K	Buy	+40	New	+$4.74K	﹤0.01%	371
2025 Q1	–	Sell	-130	Closed	-$12.6K	–	343
2024 Q4	$12.6K	Sell	130 -65	-33%	-$6.14K	﹤0.01%	289
2024 Q3	$17.6K	Sell	195 -5	-3%	-$427	﹤0.01%	328
2024 Q2	$16.8K	Hold	200	–	–	﹤0.01%	237
2024 Q1	$19.5K	Buy	+200	New	+$18.9K	﹤0.01%	232

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Foster Dykema Cabot & Partners's BMO Position: Q4 2025 in Review

Foster Dykema Cabot & Partners sold out of Bank of Montreal (BMO) in Q4 2025, closing a stake of 40 shares — an estimated $5.21K sold.

Foster Dykema Cabot & Partners first reported a position in BMO in Q1 2024 and held it in 5 quarters. The position peaked at $19.5K in Q1 2024. 615 funds tracked by Wall St. Rank hold BMO as of Q4 2025.

Foster Dykema Cabot & Partners reported no remaining Bank of Montreal position as of Q4 2025 after selling out during the quarter.
Foster Dykema Cabot & Partners sold 40 Bank of Montreal shares in Q4 2025, an estimated $5.21K.
Foster Dykema Cabot & Partners first reported a position in Bank of Montreal in Q1 2024 and held it in 5 quarters.
Foster Dykema Cabot & Partners's Bank of Montreal position peaked at $19.5K in Q1 2024.
615 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2025.

Based on Foster Dykema Cabot & Partners's 13F filing for Q4 2025, filed 12 Feb 2026.