SG Americas Securities’s Bank of Montreal BMO Stock Holding History

SG Americas 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 Q2	–	Sell	-2,410	Closed	-$243K	–	2970
2025 Q1	$230K	Buy	+2,410	New	+$238K	﹤0.01%	2434
2023 Q1	–	Sell	-4,755	Closed	-$431K	–	3269
2022 Q4	$431K	Buy	+4,755	New	+$440K	0.01%	1658
2022 Q3	–	Sell	-3,906	Closed	-$376K	–	3197
2022 Q2	$376K	Buy	3,906 +2,932	+301%	+$312K	﹤0.01%	2201
2022 Q1	$115K	Buy	+974	New	+$113K	﹤0.01%	2710
2021 Q3	–	Sell	-1,345	Closed	-$138K	–	3827
2021 Q2	$138K	Sell	1,345 -207	-13%	-$20.4K	﹤0.01%	2501
2021 Q1	$138K	Sell	1,552 -2,121	-58%	-$173K	﹤0.01%	2906
2020 Q4	$279K	Sell	3,673 -2,298	-38%	-$157K	﹤0.01%	2419
2020 Q3	$356K	Buy	+5,971	New	+$346K	﹤0.01%	1838
2016 Q2	–	Sell	-80,598	Closed	-$6.34M	–	2620
2016 Q1	$6.34M	Buy	+80,598	New	+$4.42M	0.05%	324
2015 Q1	–	Sell	-10,097	Closed	-$714K	–	2555
2014 Q4	$714K	Buy	+10,097	New	+$723K	﹤0.01%	1414

Other funds holding BMO

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SG Americas Securities's BMO Position: Q2 2025 in Review

SG Americas Securities sold out of Bank of Montreal (BMO) in Q2 2025, closing a stake of 2,410 shares — an estimated $243K sold.

SG Americas Securities first reported a position in BMO in Q4 2014 and held it in 10 quarters. The position peaked at $6.34M in Q1 2016. 566 funds tracked by Wall St. Rank hold BMO as of Q2 2025.

SG Americas Securities reported no remaining Bank of Montreal position as of Q2 2025 after selling out during the quarter.
SG Americas Securities sold 2,410 Bank of Montreal shares in Q2 2025, an estimated $243K.
SG Americas Securities first reported a position in Bank of Montreal in Q4 2014 and held it in 10 quarters.
SG Americas Securities's Bank of Montreal position peaked at $6.34M in Q1 2016.
566 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2025.

Based on SG Americas Securities's 13F filing for Q2 2025, filed 8 Aug 2025.