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Legacy Advisors’s Bank of Montreal BMO Stock Holding History

Legacy 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
Q1 		$279K Buy
+152
New +$15K 0.03% 344
2018
Q4 		– Sell
-125
Closed -$10K – 152
2018
Q3 		$10K Buy
+125
New +$10.1K ﹤0.01% 347

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Legacy Advisors's BMO Position: Q1 2025 in Review

Legacy Advisors opened a new position in Bank of Montreal (BMO) in Q1 2025: 152 shares worth $279K. The stake represents 0.03% of the portfolio and ranks #344 among its holdings. This is a return to the name: Legacy Advisors previously reported a position in BMO as recently as Q3 2018.

Legacy Advisors first reported a position in BMO in Q3 2018 and has held it in 2 quarters since. 557 funds tracked by Wall St. Rank hold BMO as of Q1 2025.

  • Legacy Advisors held 152 shares of Bank of Montreal worth $279K as of Q1 2025.
  • Bank of Montreal was a new Legacy Advisors position in Q1 2025.
  • Bank of Montreal made up 0.03% of Legacy Advisors's portfolio in Q1 2025, its #344 holding.
  • Legacy Advisors first reported a position in Bank of Montreal in Q3 2018 and has held it in 2 quarters since.
  • 557 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.