Pathway Financial Advisers’s Bank of Montreal BMO Stock Holding History

Pathway Financial Advisers’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	-348	Closed	-$45.2K	–	183
2025 Q3	$45.2K	Buy	+348	New	+$41.2K	0.01%	237
2025 Q1	–	Sell	-341	Closed	-$33K	–	185
2024 Q4	$33K	Sell	341 -30,113	-99%	-$2.85M	0.01%	266
2024 Q3	$338	Buy	30,454 +29,367	+2,702%	+$2.51M	﹤0.01%	392
2024 Q2	$91K	Buy	1,087 +12	+1%	+$1.09K	0.03%	189
2024 Q1	$105K	Buy	1,075 +142	+15%	+$13.4K	0.04%	185
2023 Q4	$92.3K	Buy	933 +10	+1%	+$835	0.04%	191
2023 Q3	$77.9K	Buy	+923	New	+$81.1K	0.03%	202
2023 Q1	$5.35K	Hold	60	–	–	﹤0.01%	432
2022 Q4	$5.44K	Buy	+60	New	+$5.55K	﹤0.01%	481

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

Pathway Financial Advisers's BMO Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Bank of Montreal (BMO) in Q4 2025, closing a stake of 348 shares — an estimated $45.2K sold.

Pathway Financial Advisers first reported a position in BMO in Q4 2022 and held it in 9 quarters. The position peaked at $105K in Q1 2024. 616 funds tracked by Wall St. Rank hold BMO as of Q4 2025.

Pathway Financial Advisers reported no remaining Bank of Montreal position as of Q4 2025 after selling out during the quarter.
Pathway Financial Advisers sold 348 Bank of Montreal shares in Q4 2025, an estimated $45.2K.
Pathway Financial Advisers first reported a position in Bank of Montreal in Q4 2022 and held it in 9 quarters.
Pathway Financial Advisers's Bank of Montreal position peaked at $105K in Q1 2024.
616 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.