Intrua Financial’s Bank of Montreal BMO Stock Holding History

Intrua 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 Q2	–	Sell	-4,730	Closed	-$452K	–	375
2025 Q1	$452K	Sell	4,730 -221	-4%	-$21.9K	0.07%	214
2024 Q4	$481K	Buy	4,951 +311	+7%	+$29.4K	0.07%	201
2024 Q3	$418K	Buy	4,640 +148	+3%	+$12.6K	0.06%	255
2024 Q2	$377K	Sell	4,492 -633	-12%	-$57.5K	0.06%	273
2024 Q1	$501K	Buy	5,125 +204	+4%	+$19.3K	0.07%	244
2023 Q4	$487K	Buy	4,921 +854	+21%	+$71.3K	0.07%	230
2023 Q3	$343K	Sell	4,067 -379	-9%	-$33.3K	0.06%	252
2023 Q2	$401K	Buy	4,446 +1,159	+35%	+$102K	0.07%	229
2023 Q1	$288K	Buy	3,287 +3	+0.1%	+$285	0.06%	261
2022 Q4	$320K	Buy	3,284 +751	+30%	+$69.5K	0.07%	245
2022 Q3	$222K	Buy	+2,533	New	+$245K	0.06%	277

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

Intrua Financial's BMO Position: Q2 2025 in Review

Intrua Financial sold out of Bank of Montreal (BMO) in Q2 2025, closing a stake of 4,730 shares — an estimated $452K sold.

Intrua Financial first reported a position in BMO in Q3 2022 and held it in 11 quarters. The position peaked at $501K in Q1 2024. 565 funds tracked by Wall St. Rank hold BMO as of Q2 2025.

Intrua Financial reported no remaining Bank of Montreal position as of Q2 2025 after selling out during the quarter.
Intrua Financial sold 4,730 Bank of Montreal shares in Q2 2025, an estimated $452K.
Intrua Financial first reported a position in Bank of Montreal in Q3 2022 and held it in 11 quarters.
Intrua Financial's Bank of Montreal position peaked at $501K in Q1 2024.
565 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2025.

Based on Intrua Financial's 13F filing for Q2 2025, filed 8 Aug 2025.