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Oppenheimer Asset Management’s Bank of Montreal BMO Stock Holding History

Oppenheimer Asset 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
Q4 		– Sell
-1,605
Closed -$209K – 1127
2025
Q3 		$209K Sell
1,605
-275
-15% -$32.6K ﹤0.01% 1088
2025
Q2 		$208K Buy
+1,880
New +$189K ﹤0.01% 1089

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Oppenheimer Asset Management's BMO Position: Q4 2025 in Review

Oppenheimer Asset Management sold out of Bank of Montreal (BMO) in Q4 2025, closing a stake of 1,605 shares — an estimated $209K sold.

Oppenheimer Asset Management first reported a position in BMO in Q2 2025 and held it in 2 quarters. The position peaked at $209K in Q3 2025. 618 funds tracked by Wall St. Rank hold BMO as of Q4 2025.

  • Oppenheimer Asset Management reported no remaining Bank of Montreal position as of Q4 2025 after selling out during the quarter.
  • Oppenheimer Asset Management sold 1,605 Bank of Montreal shares in Q4 2025, an estimated $209K.
  • Oppenheimer Asset Management first reported a position in Bank of Montreal in Q2 2025 and held it in 2 quarters.
  • Oppenheimer Asset Management's Bank of Montreal position peaked at $209K in Q3 2025.
  • 618 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2025.

Based on Oppenheimer Asset Management's 13F filing for Q4 2025, filed 2 Feb 2026.