Gries Financial’s Bank of Montreal BMO Stock Holding History

Gries Financial’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 Q3	$2.06M	Sell	15,835 -48	-0.3%	-$5.68K	0.33%	70
2025 Q2	$1.76M	Buy	15,883 +422	+3%	+$42.5K	0.32%	78
2025 Q1	$1.48M	Sell	15,461 -1,051	-6%	-$104K	0.29%	85
2024 Q4	$1.6M	Sell	16,512 -4	-0%	-$378	0.28%	87
2024 Q3	$1.49M	Sell	16,516 -4,165	-20%	-$355K	0.28%	90
2024 Q2	$1.73M	Sell	20,681 -361	-2%	-$32.8K	0.36%	77
2024 Q1	$2.06M	Sell	21,042 -267	-1%	-$25.2K	0.34%	80
2023 Q4	$2.11M	Sell	21,309 -137	-0.6%	-$11.4K	0.46%	54
2023 Q3	$1.81M	Sell	21,446 -140	-0.6%	-$12.3K	0.49%	56
2023 Q2	$1.95M	Buy	+21,586	New	+$1.91M	0.54%	52

Other funds holding BMO

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

TD Asset Management

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Mackenzie Financial

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

Fidelity International

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return