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Stonebridge Financial Group (Pennsylvania)’s Bank of Montreal BMO Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q1 		– Sell
-50
Closed -$4.85K – 1011
2024
Q4 		$4.85K Buy
+50
New +$4.73K ﹤0.01% 686

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s BMO Position: Q1 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Bank of Montreal (BMO) in Q1 2025, closing a stake of 50 shares — an estimated $4.85K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in BMO in Q4 2024 and held it in 1 quarter. The position peaked at $4.85K in Q4 2024. 557 funds tracked by Wall St. Rank hold BMO as of Q1 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Bank of Montreal position as of Q1 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 50 Bank of Montreal shares in Q1 2025, an estimated $4.85K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Bank of Montreal in Q4 2024 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s Bank of Montreal position peaked at $4.85K in Q4 2024.
  • 557 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q1 2025, filed 25 Apr 2025.