Ravenstone Capital Management’s Bank of Montreal BMO Stock Holding History

Ravenstone Capital Management’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	-175	Closed	-$19.4K	–	40
2025 Q2	$19.4K	Buy	175 +93	+113%	+$9.37K	0.01%	30
2025 Q1	$7.83K	Buy	+82	New	+$8.11K	﹤0.01%	62
2023 Q4	–	Sell	-440	Closed	-$37.2K	–	34
2023 Q3	$37.2K	Hold	440	–	–	0.03%	24
2023 Q2	$39.8K	Hold	440	–	–	0.03%	25
2023 Q1	$39.2K	Hold	440	–	–	0.03%	25
2022 Q4	$39.9K	Hold	440	–	–	0.03%	26
2022 Q3	$38.9K	Hold	440	–	–	0.03%	26
2022 Q2	$42.3K	Hold	440	–	–	0.03%	27
2022 Q1	$51.8K	Sell	440 -13	-3%	-$1.51K	0.04%	26
2021 Q4	$48.7K	Sell	453 -486	-52%	-$52.4K	0.03%	29
2021 Q3	$93.1K	Buy	+939	New	+$94.5K	0.07%	28

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Ravenstone Capital Management's BMO Position: Q3 2025 in Review

Ravenstone Capital Management sold out of Bank of Montreal (BMO) in Q3 2025, closing a stake of 175 shares — an estimated $19.4K sold.

Ravenstone Capital Management first reported a position in BMO in Q3 2021 and held it in 11 quarters. The position peaked at $93.1K in Q3 2021. 579 funds tracked by Wall St. Rank hold BMO as of Q3 2025.

Ravenstone Capital Management reported no remaining Bank of Montreal position as of Q3 2025 after selling out during the quarter.
Ravenstone Capital Management sold 175 Bank of Montreal shares in Q3 2025, an estimated $19.4K.
Ravenstone Capital Management first reported a position in Bank of Montreal in Q3 2021 and held it in 11 quarters.
Ravenstone Capital Management's Bank of Montreal position peaked at $93.1K in Q3 2021.
579 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2025.

Based on Ravenstone Capital Management's 13F filing for Q3 2025, filed 26 Jun 2026.