Nexus Investment Management’s Bank of Montreal BMO Stock Holding History

Nexus Investment Management’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 Q1	–	Sell	-3,854	Closed	-$373K	–	78
2024 Q4	$373K	Sell	3,854 -12,390	-76%	-$1.17M	0.04%	60
2024 Q3	$1.47M	Hold	16,244	–	–	0.14%	47
2024 Q2	$1.36M	Sell	16,244 -600	-4%	-$54.5K	0.14%	45
2024 Q1	$1.65M	Buy	16,844 +300	+2%	+$28.3K	0.16%	45
2023 Q4	$1.64M	Hold	16,544	–	–	0.17%	45
2023 Q3	$1.4M	Hold	16,544	–	–	0.16%	46
2023 Q2	$1.5M	Hold	16,544	–	–	0.16%	45
2023 Q1	$1.47M	Hold	16,544	–	–	0.16%	45
2022 Q4	$1.5M	Hold	16,544	–	–	0.17%	45
2022 Q3	$1.46M	Hold	16,544	–	–	0.18%	44
2022 Q2	$1.59M	Hold	16,544	–	–	0.18%	44
2022 Q1	$1.95M	Hold	16,544	–	–	0.2%	43
2021 Q4	$1.78M	Hold	16,544	–	–	0.18%	42
2021 Q3	$1.64M	Hold	16,544	–	–	0.18%	41
2021 Q2	$1.69M	Hold	16,544	–	–	0.18%	40
2021 Q1	$1.47M	Hold	16,544	–	–	0.17%	41
2020 Q4	$1.26M	Hold	16,544	–	–	0.16%	41
2020 Q3	$966K	Buy	16,544 +2,334	+16%	+$135K	0.15%	40
2020 Q2	$754K	Buy	14,210 +2,390	+20%	+$122K	0.12%	42
2020 Q1	$595K	Buy	11,820 +700	+6%	+$47.5K	0.1%	45
2019 Q4	$863K	Hold	11,120	–	–	0.12%	44
2019 Q3	$819K	Hold	11,120	–	–	0.12%	44
2019 Q2	$840K	Hold	11,120	–	–	0.12%	45
2019 Q1	$832K	Buy	+11,120	New	+$822K	0.12%	45

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Nexus Investment Management's BMO Position: Q1 2025 in Review

Nexus Investment Management sold out of Bank of Montreal (BMO) in Q1 2025, closing a stake of 3,854 shares — an estimated $373K sold.

Nexus Investment Management first reported a position in BMO in Q1 2019 and held it in 24 quarters. The position peaked at $1.95M in Q1 2022. 557 funds tracked by Wall St. Rank hold BMO as of Q1 2025.

Nexus Investment Management reported no remaining Bank of Montreal position as of Q1 2025 after selling out during the quarter.
Nexus Investment Management sold 3,854 Bank of Montreal shares in Q1 2025, an estimated $373K.
Nexus Investment Management first reported a position in Bank of Montreal in Q1 2019 and held it in 24 quarters.
Nexus Investment Management's Bank of Montreal position peaked at $1.95M in Q1 2022.
557 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2025.

Based on Nexus Investment Management's 13F filing for Q1 2025, filed 7 Apr 2025.