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

Pinnacle Financial Partners’s Portfolio BMO Stock Details BMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$11M	Sell	115,007 -25,684	-18%	-$2.45M	0.22%	115
2024 Q4	$13.7M	Sell	140,691 -37,197	-21%	-$3.61M	0.28%	95
2024 Q3	$16M	Buy	177,888 +774	+0.4%	+$69.8K	0.32%	82
2024 Q2	$14.9M	Buy	177,114 +979	+0.6%	+$82.1K	0.32%	82
2024 Q1	$17.2M	Buy	176,135 +6,186	+4%	+$604K	0.37%	73
2023 Q4	$16.8M	Sell	169,949 -1,768	-1%	-$175K	0.4%	68
2023 Q3	$14.5M	Buy	171,717 +6,901	+4%	+$582K	0.37%	76
2023 Q2	$14.9M	Buy	164,816 +6,078	+4%	+$549K	0.37%	76
2023 Q1	$14.1M	Buy	158,738 +14,438	+10%	+$1.29M	0.38%	77
2022 Q4	$13.1M	Sell	144,300 -1,259	-0.9%	-$114K	0.38%	78
2022 Q3	$12.8M	Buy	145,559 +7,929	+6%	+$695K	0.46%	68
2022 Q2	$13.2M	Buy	137,630 +5,948	+5%	+$572K	0.47%	66
2022 Q1	$15.5M	Buy	131,682 +9,572	+8%	+$1.13M	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%	+$870K	0.43%	72
2021 Q2	$11.5M	Buy	112,559 +1,709	+2%	+$175K	0.47%	71
2021 Q1	$9.88M	Buy	110,850 +8,705	+9%	+$776K	0.45%	73
2020 Q4	$7.77M	Sell	102,145 -1,837	-2%	-$140K	0.38%	81
2020 Q3	$6.07M	Buy	103,982 +28,979	+39%	+$1.69M	0.33%	90
2020 Q2	$3.98M	Buy	75,003 +3,274	+5%	+$174K	0.23%	108
2020 Q1	$3.61M	Buy	71,729 +17,712	+33%	+$890K	0.25%	107
2019 Q4	$4.19M	Buy	54,017 +484	+0.9%	+$37.5K	0.26%	109
2019 Q3	$3.95M	Buy	53,533 +9,482	+22%	+$699K	0.28%	106
2019 Q2	$3.32M	Buy	44,051 +513	+1%	+$38.7K	0.25%	113
2019 Q1	$3.26M	Buy	43,538 +4,632	+12%	+$347K	0.26%	112
2018 Q4	$2.54M	Sell	38,906 -1,729	-4%	-$113K	0.24%	117
2018 Q3	$3.35M	Buy	40,635 +1,246	+3%	+$103K	0.28%	103
2018 Q2	$3.04M	Buy	39,389 +4,251	+12%	+$328K	0.29%	102
2018 Q1	$2.66M	Buy	35,138 +5,104	+17%	+$386K	0.27%	110
2017 Q4	$2.4M	Buy	30,034 +2,778	+10%	+$222K	0.25%	111
2017 Q3	$2.06M	Buy	27,256 +2,056	+8%	+$156K	0.26%	105
2017 Q2	$1.85M	Buy	25,200 +1,128	+5%	+$82.9K	0.26%	110
2017 Q1	$1.8M	Buy	24,072 +2,748	+13%	+$205K	0.36%	92
2016 Q4	$1.53M	Buy	21,324 +3,794	+22%	+$273K	0.33%	98
2016 Q3	$1.15M	Sell	17,530 -684	-4%	-$44.8K	0.26%	118
2016 Q2	$1.19M	Buy	18,214 +2,344	+15%	+$153K	0.27%	110
2016 Q1	$963K	Buy	15,870 +4,564	+40%	+$277K	0.25%	113
2015 Q4	$638K	Sell	11,306 -7,229	-39%	-$408K	0.2%	130
2015 Q3	$1.01M	Buy	18,535 +1,246	+7%	+$68K	0.32%	98
2015 Q2	$1.03M	Buy	17,289 +2,881	+20%	+$171K	0.32%	93
2015 Q1	$864K	Buy	14,408 +2,825	+24%	+$169K	0.29%	99
2014 Q4	$820K	Buy	11,583 +1,298	+13%	+$91.9K	0.29%	100
2014 Q3	$757K	Buy	10,285 +988	+11%	+$72.7K	0.29%	98
2014 Q2	$684K	Buy	9,297 +5,863	+171%	+$431K	0.27%	97
2014 Q1	$230K	Buy	+3,434	New	+$230K	0.1%	155