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Pinnacle Financial Partners (Tennessee)’s Bank of Montreal BMO Stock Holding History

Pinnacle Financial Partners (Tennessee)’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 		$14.3M Buy
109,482
+96
+0.1% +$11.4K 0.34% 79
2025
Q2 		$12.1M Sell
109,386
-5,621
-5% -$566K 0.25% 107
2025
Q1 		$11M Sell
115,007
-25,684
-18% -$2.54M 0.22% 115
2024
Q4 		$13.7M Sell
140,691
-37,197
-21% -$3.52M 0.28% 95
2024
Q3 		$16M Buy
177,888
+774
+0.4% +$66K 0.32% 82
2024
Q2 		$14.9M Buy
177,114
+979
+0.6% +$88.9K 0.32% 82
2024
Q1 		$17.2M Buy
176,135
+6,186
+4% +$584K 0.37% 73
2023
Q4 		$16.8M Sell
169,949
-1,768
-1% -$148K 0.4% 68
2023
Q3 		$14.5M Buy
171,717
+6,901
+4% +$607K 0.37% 76
2023
Q2 		$14.9M Buy
164,816
+6,078
+4% +$537K 0.37% 76
2023
Q1 		$14.1M Buy
158,738
+14,438
+10% +$1.37M 0.38% 77
2022
Q4 		$13.1M Sell
144,300
-1,259
-0.9% -$117K 0.38% 78
2022
Q3 		$12.8M Buy
145,559
+7,929
+6% +$767K 0.46% 68
2022
Q2 		$13.2M Buy
137,630
+5,948
+5% +$632K 0.47% 66
2022
Q1 		$15.5M Buy
131,682
+9,572
+8% +$1.11M 0.49% 56
2021
Q4 		$13.2M Buy
122,110
+823
+0.7% +$88.7K 0.41% 73
2021
Q3 		$12.1M Buy
121,287
+8,728
+8% +$879K 0.43% 72
2021
Q2 		$11.5M Buy
112,559
+1,709
+2% +$169K 0.47% 71
2021
Q1 		$9.88M Buy
110,850
+8,705
+9% +$710K 0.45% 73
2020
Q4 		$7.77M Sell
102,145
-1,837
-2% -$126K 0.38% 81
2020
Q3 		$6.07M Buy
103,982
+28,979
+39% +$1.68M 0.33% 90
2020
Q2 		$3.98M Buy
75,003
+3,274
+5% +$167K 0.23% 108
2020
Q1 		$3.6M Buy
71,729
+17,712
+33% +$1.2M 0.25% 107
2019
Q4 		$4.19M Buy
54,017
+484
+0.9% +$36.4K 0.26% 109
2019
Q3 		$3.95M Buy
53,533
+9,482
+22% +$691K 0.28% 106
2019
Q2 		$3.32M Buy
44,051
+513
+1% +$39.2K 0.25% 113
2019
Q1 		$3.26M Buy
43,538
+4,632
+12% +$343K 0.26% 112
2018
Q4 		$2.54M Sell
38,906
-1,729
-4% -$128K 0.24% 117
2018
Q3 		$3.35M Buy
40,635
+1,246
+3% +$100K 0.28% 103
2018
Q2 		$3.04M Buy
39,389
+4,251
+12% +$327K 0.29% 102
2018
Q1 		$2.65M Buy
35,138
+5,104
+17% +$401K 0.27% 110
2017
Q4 		$2.4M Buy
30,034
+2,778
+10% +$217K 0.25% 111
2017
Q3 		$2.06M Buy
27,256
+2,056
+8% +$153K 0.26% 105
2017
Q2 		$1.85M Buy
25,200
+1,128
+5% +$79.8K 0.26% 110
2017
Q1 		$1.8M Buy
24,072
+2,748
+13% +$208K 0.36% 92
2016
Q4 		$1.53M Buy
21,324
+3,794
+22% +$253K 0.33% 98
2016
Q3 		$1.15M Sell
17,530
-684
-4% -$44.5K 0.26% 118
2016
Q2 		$1.19M Buy
18,214
+2,344
+15% +$149K 0.27% 110
2016
Q1 		$963K Buy
15,870
+4,564
+40% +$250K 0.25% 113
2015
Q4 		$638K Sell
11,306
-7,229
-39% -$416K 0.2% 130
2015
Q3 		$1.01M Buy
18,535
+1,246
+7% +$68.4K 0.32% 98
2015
Q2 		$1.02M Buy
17,289
+2,881
+20% +$181K 0.32% 93
2015
Q1 		$864K Buy
14,408
+2,825
+24% +$175K 0.29% 99
2014
Q4 		$820K Buy
11,583
+1,298
+13% +$92.9K 0.29% 100
2014
Q3 		$757K Buy
10,285
+988
+11% +$74.3K 0.29% 98
2014
Q2 		$684K Buy
9,297
+5,863
+171% +$409K 0.27% 97
2014
Q1 		$230K Buy
+3,434
New +$223K 0.1% 155

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

Pinnacle Financial Partners (Tennessee)'s BMO Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) increased its Bank of Montreal (BMO) stake by 0.09% in Q3 2025, buying an estimated $11.4K and bringing the position to 109,482 shares worth $14.3M. The position accounts for 0.34% of the portfolio, ranked #79.

Pinnacle Financial Partners (Tennessee) first reported a position in BMO in Q1 2014 and has held it in 47 quarters since. The position peaked at $17.2M in Q1 2024. 579 funds tracked by Wall St. Rank hold BMO as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 109,482 shares of Bank of Montreal worth $14.3M as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) bought 96 Bank of Montreal shares in Q3 2025, an estimated $11.4K.
  • Bank of Montreal made up 0.34% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #79 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Bank of Montreal in Q1 2014 and has held it in 47 quarters since.
  • Pinnacle Financial Partners (Tennessee)'s Bank of Montreal position peaked at $17.2M in Q1 2024.
  • 579 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.