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Mount Yale Investment Advisors’s Bank of Montreal BMO Stock Holding History

Mount Yale 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
Q3 		– Sell
-1,437
Closed -$159K – 783
2025
Q2 		$159K Buy
+1,437
New +$145K 0.01% 579

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 $123B AUM 34.51% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Mount Yale Investment Advisors's BMO Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Bank of Montreal (BMO) in Q3 2025, closing a stake of 1,437 shares — an estimated $159K sold.

Mount Yale Investment Advisors first reported a position in BMO in Q2 2025 and held it in 1 quarter. The position peaked at $159K in Q2 2025. 578 funds tracked by Wall St. Rank hold BMO as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Bank of Montreal position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,437 Bank of Montreal shares in Q3 2025, an estimated $159K.
  • Mount Yale Investment Advisors first reported a position in Bank of Montreal in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Bank of Montreal position peaked at $159K in Q2 2025.
  • 578 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.