Nicolet Advisory Services’s Bank of Montreal BMO Stock Holding History

Nicolet Advisory Services’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 Q4	$723K	Buy	5,401 +145	+3%	+$18.4K	0.05%	182
2025 Q3	$676K	Hold	5,256	–	–	0.05%	188
2025 Q2	$582K	Sell	5,256 -1,890	-26%	-$190K	0.05%	193
2025 Q1	$636K	Sell	7,146 -409	-5%	-$40.5K	0.06%	171
2024 Q4	$736K	Buy	7,555 +15	+0.2%	+$1.42K	0.07%	152
2024 Q3	$688K	Sell	7,540 -378	-5%	-$32.2K	0.06%	160
2024 Q2	$675K	Sell	7,918 -34	-0.4%	-$3.09K	0.06%	148
2024 Q1	$782K	Sell	7,952 -2,252	-22%	-$213K	0.08%	130
2023 Q4	$996K	Sell	10,204 -1,412	-12%	-$118K	0.11%	95
2023 Q3	$932K	Buy	11,616 +115	+1%	+$10.1K	0.1%	106
2023 Q2	$1.02M	Buy	11,501 +200	+2%	+$17.7K	0.11%	95
2023 Q1	$1M	Buy	11,301 +1,963	+21%	+$186K	0.12%	95
2022 Q4	$897K	Buy	9,338 +3,076	+49%	+$285K	0.12%	84
2022 Q3	$535K	Sell	6,262 -13	-0.2%	-$1.26K	0.09%	91
2022 Q2	$611K	Buy	6,275 +3	+0%	+$319	0.09%	88
2022 Q1	$723K	Sell	6,272 -112	-2%	-$13K	0.09%	79
2021 Q4	$688K	Hold	6,384	–	–	0.08%	85
2021 Q3	$637K	Buy	6,384 +160	+3%	+$16.1K	0.08%	97
2021 Q2	$638K	Sell	6,224 -22	-0.4%	-$2.17K	0.08%	92
2021 Q1	$557K	Buy	6,246 +1,465	+31%	+$119K	0.08%	100
2020 Q4	$364K	Sell	4,781 -215	-4%	-$14.7K	0.05%	123
2020 Q3	$292K	Sell	4,996 -4,955	-50%	-$287K	0.05%	126
2020 Q2	$528K	Buy	9,951 +4	+0%	+$204	0.08%	107
2020 Q1	$500K	Buy	9,947 +4,783	+93%	+$324K	0.09%	110
2019 Q4	$400K	Buy	5,164 +92	+2%	+$6.92K	0.06%	116
2019 Q3	$374K	Buy	5,072 +1,162	+30%	+$84.7K	0.06%	111
2019 Q2	$295K	Buy	3,910 +3	+0.1%	+$229	0.05%	128
2019 Q1	$292K	Buy	+3,907	New	+$289K	0.05%	120

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nicolet Advisory Services's BMO Position: Q4 2025 in Review

Nicolet Advisory Services increased its Bank of Montreal (BMO) stake by 2.8% in Q4 2025, buying an estimated $18.4K and bringing the position to 5,401 shares worth $723K. The position accounts for 0.05% of the portfolio, ranked #182.

Nicolet Advisory Services first reported a position in BMO in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.02M in Q2 2023. 615 funds tracked by Wall St. Rank hold BMO as of Q4 2025.

Nicolet Advisory Services held 5,401 shares of Bank of Montreal worth $723K as of Q4 2025.
Nicolet Advisory Services bought 145 Bank of Montreal shares in Q4 2025, an estimated $18.4K.
Bank of Montreal made up 0.05% of Nicolet Advisory Services's portfolio in Q4 2025, its #182 holding.
Nicolet Advisory Services first reported a position in Bank of Montreal in Q1 2019 and has held it in 28 quarters since.
Nicolet Advisory Services's Bank of Montreal position peaked at $1.02M in Q2 2023.
615 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.