Mitsubishi UFJ Trust & Banking
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Mitsubishi UFJ Trust & Banking’s Bank of Montreal BMO Stock Holding History

Mitsubishi UFJ Trust & Banking’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
-600
Closed -$57.6K – 1059
2025
Q1 		$57.6K Buy
+600
New +$59.3K ﹤0.01% 1050
2024
Q3 		– Sell
-2,501
Closed -$210K – 1066
2024
Q2 		$210K Sell
2,501
-200
-7% -$18.2K ﹤0.01% 1006
2024
Q1 		$264K Sell
2,701
-25,084
-90% -$2.37M ﹤0.01% 978
2023
Q4 		$2.75M Sell
27,785
-134,720
-83% -$11.2M 0.01% 751
2023
Q3 		$13.7M Sell
162,505
-21,000
-11% -$1.85M 0.03% 466
2023
Q2 		$16.6M Buy
183,505
+6,566
+4% +$580K 0.04% 440
2023
Q1 		$15.8M Buy
176,939
+22,104
+14% +$2.1M 0.04% 452
2022
Q4 		$14M Buy
154,835
+23,458
+18% +$2.17M 0.04% 469
2022
Q3 		$11.6M Buy
131,377
+10,008
+8% +$968K 0.03% 485
2022
Q2 		$19.4M Buy
121,369
+46,923
+63% +$4.99M 0.05% 381
2022
Q1 		$8.77M Buy
74,446
+22,936
+45% +$2.66M 0.02% 597
2021
Q4 		$8.94M Sell
51,510
-11,261
-18% -$1.21M 0.02% 623
2021
Q3 		$10.1M Sell
62,771
-10,475
-14% -$1.05M 0.02% 603
2021
Q2 		$7.51M Buy
+73,246
New +$7.23M 0.02% 689
2021
Q1 		– Sell
-78,132
Closed -$5.93M – 1284
2020
Q4 		$5.93M Sell
78,132
-2,307
-3% -$158K 0.01% 719
2020
Q3 		$4.68M Sell
80,439
-1,727
-2% -$100K 0.01% 713
2020
Q2 		$4.35M Sell
82,166
-11,102
-12% -$566K 0.01% 710
2020
Q1 		$4.68M Buy
93,268
+2,011
+2% +$136K 0.01% 668
2019
Q4 		$7.03M Sell
91,257
-8,794
-9% -$662K 0.02% 680
2019
Q3 		$7.37M Buy
+100,051
New +$7.29M 0.02% 640

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking's BMO Position: Q2 2025 in Review

Mitsubishi UFJ Trust & Banking sold out of Bank of Montreal (BMO) in Q2 2025, closing a stake of 600 shares — an estimated $57.6K sold.

Mitsubishi UFJ Trust & Banking first reported a position in BMO in Q3 2019 and held it in 20 quarters. The position peaked at $19.4M in Q2 2022. 566 funds tracked by Wall St. Rank hold BMO as of Q2 2025.

  • Mitsubishi UFJ Trust & Banking reported no remaining Bank of Montreal position as of Q2 2025 after selling out during the quarter.
  • Mitsubishi UFJ Trust & Banking sold 600 Bank of Montreal shares in Q2 2025, an estimated $57.6K.
  • Mitsubishi UFJ Trust & Banking first reported a position in Bank of Montreal in Q3 2019 and held it in 20 quarters.
  • Mitsubishi UFJ Trust & Banking's Bank of Montreal position peaked at $19.4M in Q2 2022.
  • 566 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2025.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q2 2025, filed 8 Aug 2025.