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 Q2	–	Sell	-152	Closed	-$279K	–	67
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 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

Legacy Advisors's BMO Position: Q2 2025 in Review

Legacy Advisors sold out of Bank of Montreal (BMO) in Q2 2025, closing a stake of 152 shares — an estimated $279K sold.

Legacy Advisors first reported a position in BMO in Q3 2018 and held it in 2 quarters. The position peaked at $279K in Q1 2025. 565 funds tracked by Wall St. Rank hold BMO as of Q2 2025.

Legacy Advisors reported no remaining Bank of Montreal position as of Q2 2025 after selling out during the quarter.
Legacy Advisors sold 152 Bank of Montreal shares in Q2 2025, an estimated $279K.
Legacy Advisors first reported a position in Bank of Montreal in Q3 2018 and held it in 2 quarters.
Legacy Advisors's Bank of Montreal position peaked at $279K in Q1 2025.
565 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.