SVB Wealth’s Bank of Montreal BMO Stock Holding History

SVB Wealth’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
2025 Q1	$502K	Buy
2024 Q4	$502K	Buy
2022 Q3	–	Sell
2022 Q2	$204K	Sell
2022 Q1	$407K	Buy
2021 Q4	$319K	Sell
2021 Q3	$577K	Buy
2021 Q2	$343K	Buy
2021 Q1	$269K	Buy
2020 Q4	$223K	Buy