Lido Advisors’s Bank of Montreal BMO Stock Holding History

Lido 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	-2,253	Closed	-$215K	–	1666
2025 Q1	$215K	Sell	2,253 -2,263	-50%	-$224K	﹤0.01%	1354
2024 Q4	$438K	Buy	+4,516	New	+$427K	﹤0.01%	1049
2020 Q4	–	Sell	-41,500	Closed	-$2.42M	–	813
2020 Q3	$2.42M	Sell	41,500 -1,000	-2%	-$57.9K	0.06%	147
2020 Q2	$2.25M	Hold	42,500	–	–	0.07%	146
2020 Q1	$2.14M	Hold	42,500	–	–	0.09%	133
2019 Q4	$3.29M	Sell	42,500 -513	-1%	-$38.6K	0.13%	106
2019 Q3	$3.17M	Buy	43,013 +158	+0.4%	+$11.5K	0.16%	92
2019 Q2	$3.23M	Hold	42,855	–	–	0.18%	82
2019 Q1	$3.21M	Buy	+42,855	New	+$3.17M	0.21%	77

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

Norges Bank Oslo, Norway $1T AUM

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Lido Advisors's BMO Position: Q2 2025 in Review

Lido Advisors sold out of Bank of Montreal (BMO) in Q2 2025, closing a stake of 2,253 shares — an estimated $215K sold.

Lido Advisors first reported a position in BMO in Q1 2019 and held it in 9 quarters. The position peaked at $3.29M in Q4 2019. 566 funds tracked by Wall St. Rank hold BMO as of Q2 2025.

Lido Advisors reported no remaining Bank of Montreal position as of Q2 2025 after selling out during the quarter.
Lido Advisors sold 2,253 Bank of Montreal shares in Q2 2025, an estimated $215K.
Lido Advisors first reported a position in Bank of Montreal in Q1 2019 and held it in 9 quarters.
Lido Advisors's Bank of Montreal position peaked at $3.29M in Q4 2019.
566 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2025.

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