Orion Portfolio Solutions’s Bank of Montreal BMO Stock Holding History

Orion Portfolio Solutions’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	$895K	Buy	9,371 +928	+11%	+$91.8K	0.01%	1140
2024 Q4	$819K	Buy	8,443 +3,672	+77%	+$347K	0.01%	1150
2024 Q3	$430K	Buy	4,771 +204	+4%	+$17.4K	﹤0.01%	1388
2024 Q2	$383K	Sell	4,567 -335	-7%	-$30.4K	﹤0.01%	1371
2024 Q1	$479K	Buy	4,902 +224	+5%	+$21.1K	0.01%	1277
2023 Q4	$461K	Sell	4,678 -536	-10%	-$44.7K	0.01%	1246
2023 Q3	$440K	Sell	5,214 -29	-0.6%	-$2.55K	0.01%	1250
2023 Q2	$473K	Buy	5,243 +61	+1%	+$5.39K	0.01%	1232
2023 Q1	$462K	Buy	+5,182	New	+$492K	0.01%	1167
2020 Q3	–	Sell	-284	Closed	-$15K	–	625
2020 Q2	$15K	Hold	284	–	–	﹤0.01%	1035
2020 Q1	$14K	Buy	284 +283	+28,300%	+$19.2K	﹤0.01%	946
2019 Q4	$0	Buy	+1	New	+$75	﹤0.01%	1814

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Orion Portfolio Solutions's BMO Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Bank of Montreal (BMO) stake by 11% in Q1 2025, buying an estimated $91.8K and bringing the position to 9,371 shares worth $895K. The position accounts for 0.01% of the portfolio, ranked #1140.

Orion Portfolio Solutions first reported a position in BMO in Q4 2019 and has held it in 12 quarters since. 557 funds tracked by Wall St. Rank hold BMO as of Q1 2025.

Orion Portfolio Solutions held 9,371 shares of Bank of Montreal worth $895K as of Q1 2025.
Orion Portfolio Solutions bought 928 Bank of Montreal shares in Q1 2025, an estimated $91.8K.
Bank of Montreal made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1140 holding.
Orion Portfolio Solutions first reported a position in Bank of Montreal in Q4 2019 and has held it in 12 quarters since.
557 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.