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Procyon Advisors’s Bank of Montreal BMO Stock Holding History

Procyon 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 		– Sell
-2,458
Closed -$272K – 513
2025
Q2 		$272K Sell
2,458
-258
-9% -$26K 0.03% 387
2025
Q1 		$259K Sell
2,716
-635
-19% -$62.8K 0.02% 508
2024
Q4 		$325K Buy
+3,351
New +$317K 0.02% 422
2020
Q3 		– Sell
-725
Closed -$38K – 305
2020
Q2 		$38K Buy
+725
New +$37K 0.02% 426

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Procyon Advisors's BMO Position: Q3 2025 in Review

Procyon Advisors sold out of Bank of Montreal (BMO) in Q3 2025, closing a stake of 2,458 shares — an estimated $272K sold.

Procyon Advisors first reported a position in BMO in Q2 2020 and held it in 4 quarters. The position peaked at $325K in Q4 2024. 579 funds tracked by Wall St. Rank hold BMO as of Q3 2025.

  • Procyon Advisors reported no remaining Bank of Montreal position as of Q3 2025 after selling out during the quarter.
  • Procyon Advisors sold 2,458 Bank of Montreal shares in Q3 2025, an estimated $272K.
  • Procyon Advisors first reported a position in Bank of Montreal in Q2 2020 and held it in 4 quarters.
  • Procyon Advisors's Bank of Montreal position peaked at $325K in Q4 2024.
  • 579 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2025.

Based on Procyon Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.