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Lindbrook Capital’s Bank of Montreal BMO Stock Holding History

Lindbrook Capital’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 		$269K Buy
2,815
+70
+3% +$6.92K 0.02% 339
2024
Q4 		$266K Buy
2,745
+155
+6% +$14.7K 0.02% 330
2024
Q3 		$234K Buy
2,590
+61
+2% +$5.2K 0.02% 359
2024
Q2 		$212K Buy
2,529
+9
+0.4% +$817 0.02% 349
2024
Q1 		$246K Buy
2,520
+46
+2% +$4.34K 0.02% 315
2023
Q4 		$245K Buy
2,474
+287
+13% +$24K 0.02% 309
2023
Q3 		$185K Buy
2,187
+21
+1% +$1.85K 0.02% 337
2023
Q2 		$196K Sell
2,166
-18
-0.8% -$1.59K 0.02% 331
2023
Q1 		$195K Buy
2,184
+109
+5% +$10.3K 0.02% 318
2022
Q4 		$188K Sell
2,075
-282
-12% -$26.1K 0.02% 340
2022
Q3 		$207K Buy
2,357
+44
+2% +$4.25K 0.03% 265
2022
Q2 		$222K Buy
2,313
+186
+9% +$19.8K 0.04% 265
2022
Q1 		$251K Hold
2,127
– – 0.04% 246
2021
Q4 		$229K Buy
2,127
+7
+0.3% +$754 0.03% 275
2021
Q3 		$211K Buy
2,120
+101
+5% +$10.2K 0.06% 138
2021
Q2 		$207K Hold
2,019
– – 0.05% 158
2021
Q1 		$180K Buy
2,019
+11
+0.5% +$897 0.04% 169
2020
Q4 		$153K Hold
2,008
– – 0.04% 173
2020
Q3 		$117K Sell
2,008
-105
-5% -$6.08K 0.03% 179
2020
Q2 		$112K Buy
2,113
+1,860
+735% +$94.8K 0.03% 183
2020
Q1 		$13K Sell
253
-1,522
-86% -$103K ﹤0.01% 676
2019
Q4 		$138K Buy
1,775
+100
+6% +$7.53K 0.05% 195
2019
Q3 		$124K Buy
1,675
+969
+137% +$70.6K 0.05% 197
2019
Q2 		$53K Hold
706
– – 0.02% 401
2019
Q1 		$52K Hold
706
– – 0.02% 393
2018
Q4 		$46K Buy
+706
New +$52.3K 0.02% 371

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $269B AUM 31.4% 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 $61.3B AUM 39.33% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Lindbrook Capital's BMO Position: Q1 2025 in Review

Lindbrook Capital increased its Bank of Montreal (BMO) stake by 2.6% in Q1 2025, buying an estimated $6.92K and bringing the position to 2,815 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #339.

Lindbrook Capital first reported a position in BMO in Q4 2018 and has held it in 26 quarters since. 557 funds tracked by Wall St. Rank hold BMO as of Q1 2025.

  • Lindbrook Capital held 2,815 shares of Bank of Montreal worth $269K as of Q1 2025.
  • Lindbrook Capital bought 70 Bank of Montreal shares in Q1 2025, an estimated $6.92K.
  • Bank of Montreal made up 0.02% of Lindbrook Capital's portfolio in Q1 2025, its #339 holding.
  • Lindbrook Capital first reported a position in Bank of Montreal in Q4 2018 and has held it in 26 quarters since.
  • 557 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.