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Pineridge Advisors’s Bank of Montreal BMO Stock Holding History

Pineridge Advisors’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
Q3 		$806 Hold
6
– – ﹤0.01% 405
2025
Q2 		$685 Hold
6
– – ﹤0.01% 503
2025
Q1 		$591 Sell
6
-90
-94% -$8.9K ﹤0.01% 458
2024
Q4 		$9.34K Hold
96
– – ﹤0.01% 307
2024
Q3 		$8.68K Hold
96
– – ﹤0.01% 294
2024
Q2 		$8.06K Hold
96
– – ﹤0.01% 313
2024
Q1 		$9.4K Hold
96
– – ﹤0.01% 308
2023
Q4 		$9.52K Buy
+96
New +$8.01K ﹤0.01% 388

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Pineridge Advisors's BMO Position: Q3 2025 in Review

Pineridge Advisors held its Bank of Montreal (BMO) position steady in Q3 2025 at 6 shares worth $806. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Pineridge Advisors first reported a position in BMO in Q4 2023 and has held it in 8 quarters since. The position peaked at $9.52K in Q4 2023. 578 funds tracked by Wall St. Rank hold BMO as of Q3 2025.

  • Pineridge Advisors held 6 shares of Bank of Montreal worth $806 as of Q3 2025.
  • Pineridge Advisors left its Bank of Montreal share count unchanged in Q3 2025.
  • Bank of Montreal made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #405 holding.
  • Pineridge Advisors first reported a position in Bank of Montreal in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's Bank of Montreal position peaked at $9.52K in Q4 2023.
  • 578 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.