MeadowBrook Investment Advisors’s Bank of Montreal BMO Stock Holding History

MeadowBrook Investment 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	-75	Closed	-$7.16K	–	239
2025 Q1	$7.16K	Hold	75	–	–	0.01%	266
2024 Q4	$7.28K	Hold	75	–	–	0.01%	268
2024 Q3	$6.76K	Hold	75	–	–	0.01%	263
2024 Q2	$6.29K	Hold	75	–	–	0.01%	254
2024 Q1	$7.33K	Hold	75	–	–	0.01%	255
2023 Q4	$7.42K	Buy	+75	New	+$6.26K	0.01%	260

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

MeadowBrook Investment Advisors's BMO Position: Q2 2025 in Review

MeadowBrook Investment Advisors sold out of Bank of Montreal (BMO) in Q2 2025, closing a stake of 75 shares — an estimated $7.16K sold.

MeadowBrook Investment Advisors first reported a position in BMO in Q4 2023 and held it in 6 quarters. The position peaked at $7.42K in Q4 2023. 565 funds tracked by Wall St. Rank hold BMO as of Q2 2025.

MeadowBrook Investment Advisors reported no remaining Bank of Montreal position as of Q2 2025 after selling out during the quarter.
MeadowBrook Investment Advisors sold 75 Bank of Montreal shares in Q2 2025, an estimated $7.16K.
MeadowBrook Investment Advisors first reported a position in Bank of Montreal in Q4 2023 and held it in 6 quarters.
MeadowBrook Investment Advisors's Bank of Montreal position peaked at $7.42K in Q4 2023.
565 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2025.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.