Principal Securities’s Bank of Montreal BMO Stock Holding History

Principal Securities’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	-616	Closed	-$80.2K	–	1602
2025 Q3	$80.2K	Sell	616 -35	-5%	-$4.14K	﹤0.01%	1701
2025 Q2	$72K	Sell	651 -318	-33%	-$32K	﹤0.01%	1689
2025 Q1	$94K	Hold	969	–	–	﹤0.01%	1468
2024 Q4	$94K	Buy	969 +624	+181%	+$59K	﹤0.01%	1466
2024 Q3	$31.1K	Sell	345 -7	-2%	-$597	﹤0.01%	1902
2024 Q2	$29.5K	Hold	352	–	–	﹤0.01%	1864
2024 Q1	$34.4K	Buy	352 +14	+4%	+$1.32K	﹤0.01%	1730
2023 Q4	$33.4K	Buy	+338	New	+$28.2K	﹤0.01%	1662

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

Principal Securities's BMO Position: Q4 2025 in Review

Principal Securities sold out of Bank of Montreal (BMO) in Q4 2025, closing a stake of 616 shares — an estimated $80.2K sold.

Principal Securities first reported a position in BMO in Q4 2023 and held it in 8 quarters. The position peaked at $94K in Q1 2025. 615 funds tracked by Wall St. Rank hold BMO as of Q4 2025.

Principal Securities reported no remaining Bank of Montreal position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 616 Bank of Montreal shares in Q4 2025, an estimated $80.2K.
Principal Securities first reported a position in Bank of Montreal in Q4 2023 and held it in 8 quarters.
Principal Securities's Bank of Montreal position peaked at $94K in Q1 2025.
615 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.