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Midland Wealth Advisors’s Bank of Montreal BMO Stock Holding History

Midland Wealth 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
Q3 		– Sell
-6,200
Closed -$686K – 173
2025
Q2 		$686K Hold
6,200
– – 0.04% 95
2025
Q1 		$592K Hold
6,200
– – 0.03% 117
2024
Q4 		$602K Hold
6,200
– – 0.04% 122
2024
Q3 		$559K Hold
6,200
– – 0.03% 129
2024
Q2 		$520K Sell
6,200
-7,792
-56% -$708K 0.03% 138
2024
Q1 		$1.37M Hold
13,992
– – 0.08% 66
2023
Q4 		$1.38M Buy
+13,992
New +$1.17M 0.09% 60

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Midland Wealth Advisors's BMO Position: Q3 2025 in Review

Midland Wealth Advisors sold out of Bank of Montreal (BMO) in Q3 2025, closing a stake of 6,200 shares — an estimated $686K sold.

Midland Wealth Advisors first reported a position in BMO in Q4 2023 and held it in 7 quarters. The position peaked at $1.38M in Q4 2023. 579 funds tracked by Wall St. Rank hold BMO as of Q3 2025.

  • Midland Wealth Advisors reported no remaining Bank of Montreal position as of Q3 2025 after selling out during the quarter.
  • Midland Wealth Advisors sold 6,200 Bank of Montreal shares in Q3 2025, an estimated $686K.
  • Midland Wealth Advisors first reported a position in Bank of Montreal in Q4 2023 and held it in 7 quarters.
  • Midland Wealth Advisors's Bank of Montreal position peaked at $1.38M in Q4 2023.
  • 579 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2025.

Based on Midland Wealth Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.