Montag & Caldwell’s Bank of Montreal BMO Stock Holding History

Montag & Caldwell’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	$68.3K	Hold	617	–	–	0.01%	100
2025 Q1	$58.9K	Hold	617	–	–	0.01%	99
2024 Q4	$59.9K	Buy	+617	New	+$58.3K	0.01%	105

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

Montag & Caldwell's BMO Position: Q2 2025 in Review

Montag & Caldwell held its Bank of Montreal (BMO) position steady in Q2 2025 at 617 shares worth $68.3K. The position accounts for 0.01% of the portfolio, ranked #100.

Montag & Caldwell first reported a position in BMO in Q4 2024 and has held it in 3 quarters since. 566 funds tracked by Wall St. Rank hold BMO as of Q2 2025.

Montag & Caldwell held 617 shares of Bank of Montreal worth $68.3K as of Q2 2025.
Montag & Caldwell left its Bank of Montreal share count unchanged in Q2 2025.
Bank of Montreal made up 0.01% of Montag & Caldwell's portfolio in Q2 2025, its #100 holding.
Montag & Caldwell first reported a position in Bank of Montreal in Q4 2024 and has held it in 3 quarters since.
566 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.