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 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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Gries Financial's BMO Position: Q3 2025 in Review

Gries Financial reduced its Bank of Montreal (BMO) stake by 0.3% in Q3 2025, selling an estimated $5.68K and leaving 15,835 shares worth $2.06M. The position accounts for 0.33% of the portfolio, ranked #70.

Gries Financial first reported a position in BMO in Q2 2023 and has held it in 10 quarters since. The position peaked at $2.11M in Q4 2023. 579 funds tracked by Wall St. Rank hold BMO as of Q3 2025.

Gries Financial held 15,835 shares of Bank of Montreal worth $2.06M as of Q3 2025.
Gries Financial sold 48 Bank of Montreal shares in Q3 2025, an estimated $5.68K.
Bank of Montreal made up 0.33% of Gries Financial's portfolio in Q3 2025, its #70 holding.
Gries Financial first reported a position in Bank of Montreal in Q2 2023 and has held it in 10 quarters since.
Gries Financial's Bank of Montreal position peaked at $2.11M in Q4 2023.
579 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.