Halbert Hargrove Global Advisors’s Bank of Montreal BMO Stock Holding History

Halbert Hargrove Global Advisors’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 Q2	–	Sell	-35	Closed	-$3.34K	–	353
2025 Q1	$3.34K	Buy	+35	New	+$3.46K	﹤0.01%	345

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

Norges Bank Oslo, Norway $935B AUM

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Halbert Hargrove Global Advisors's BMO Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of Bank of Montreal (BMO) in Q2 2025, closing a stake of 35 shares — an estimated $3.34K sold.

Halbert Hargrove Global Advisors first reported a position in BMO in Q1 2025 and held it in 1 quarter. The position peaked at $3.34K in Q1 2025. 565 funds tracked by Wall St. Rank hold BMO as of Q2 2025.

Halbert Hargrove Global Advisors reported no remaining Bank of Montreal position as of Q2 2025 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 35 Bank of Montreal shares in Q2 2025, an estimated $3.34K.
Halbert Hargrove Global Advisors first reported a position in Bank of Montreal in Q1 2025 and held it in 1 quarter.
Halbert Hargrove Global Advisors's Bank of Montreal position peaked at $3.34K in Q1 2025.
565 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.