NC
BMO icon

NewSquare Capital’s Bank of Montreal BMO Stock Holding History

NewSquare Capital’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
-91
Closed -$10.1K – 315
2025
Q2 		$10.1K Buy
91
+50
+122% +$5.04K ﹤0.01% 647
2025
Q1 		$3.92K Buy
41
+3
+8% +$297 ﹤0.01% 733
2024
Q4 		$3.69K Buy
+38
New +$3.59K ﹤0.01% 412

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

NewSquare Capital's BMO Position: Q3 2025 in Review

NewSquare Capital sold out of Bank of Montreal (BMO) in Q3 2025, closing a stake of 91 shares — an estimated $10.1K sold.

NewSquare Capital first reported a position in BMO in Q4 2024 and held it in 3 quarters. The position peaked at $10.1K in Q2 2025. 579 funds tracked by Wall St. Rank hold BMO as of Q3 2025.

  • NewSquare Capital reported no remaining Bank of Montreal position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 91 Bank of Montreal shares in Q3 2025, an estimated $10.1K.
  • NewSquare Capital first reported a position in Bank of Montreal in Q4 2024 and held it in 3 quarters.
  • NewSquare Capital's Bank of Montreal position peaked at $10.1K in Q2 2025.
  • 579 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.