Kovitz Investment Group Partners’s Bank of Montreal BMO Stock Holding History

Kovitz Investment Group 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	-3,577	Closed	-$466K	–	548
2025 Q3	$466K	Buy	3,577 +80	+2%	+$9.47K	﹤0.01%	1057
2025 Q2	$387K	Buy	3,497 +150	+4%	+$15.1K	﹤0.01%	1064
2025 Q1	$320K	Buy	3,347 +769	+30%	+$76.1K	﹤0.01%	1032
2024 Q4	$250K	Buy	+2,578	New	+$244K	﹤0.01%	1100
2020 Q4	–	Sell	-4,540	Closed	-$265K	–	413
2020 Q3	$265K	Buy	+4,540	New	+$263K	0.01%	369

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Kovitz Investment Group Partners's BMO Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Bank of Montreal (BMO) in Q4 2025, closing a stake of 3,577 shares — an estimated $466K sold.

Kovitz Investment Group Partners first reported a position in BMO in Q3 2020 and held it in 5 quarters. The position peaked at $466K in Q3 2025. 618 funds tracked by Wall St. Rank hold BMO as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Bank of Montreal position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 3,577 Bank of Montreal shares in Q4 2025, an estimated $466K.
Kovitz Investment Group Partners first reported a position in Bank of Montreal in Q3 2020 and held it in 5 quarters.
Kovitz Investment Group Partners's Bank of Montreal position peaked at $466K in Q3 2025.
618 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.