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	-5,259	Closed	-$502K	–	668
2025 Q1	$502K	Buy	5,259 +83	+2%	+$8.21K	0.02%	214
2024 Q4	$502K	Buy	+5,176	New	+$489K	0.01%	420
2022 Q3	–	Sell	-2,126	Closed	-$204K	–	992
2022 Q2	$204K	Sell	2,126 -1,325	-38%	-$141K	﹤0.01%	677
2022 Q1	$407K	Buy	3,451 +486	+16%	+$56.3K	0.01%	494
2021 Q4	$319K	Sell	2,965 -2,815	-49%	-$303K	0.01%	557
2021 Q3	$577K	Buy	5,780 +2,436	+73%	+$245K	0.01%	556
2021 Q2	$343K	Buy	3,344 +324	+11%	+$32K	﹤0.01%	698
2021 Q1	$269K	Buy	3,020 +92	+3%	+$7.5K	﹤0.01%	731
2020 Q4	$223K	Buy	+2,928	New	+$200K	﹤0.01%	721

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

Norges Bank Oslo, Norway $1T AUM

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

SVB Wealth's BMO Position: Q2 2025 in Review

SVB Wealth sold out of Bank of Montreal (BMO) in Q2 2025, closing a stake of 5,259 shares — an estimated $502K sold.

SVB Wealth first reported a position in BMO in Q4 2020 and held it in 9 quarters. The position peaked at $577K in Q3 2021. 566 funds tracked by Wall St. Rank hold BMO as of Q2 2025.

SVB Wealth reported no remaining Bank of Montreal position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 5,259 Bank of Montreal shares in Q2 2025, an estimated $502K.
SVB Wealth first reported a position in Bank of Montreal in Q4 2020 and held it in 9 quarters.
SVB Wealth's Bank of Montreal position peaked at $577K in Q3 2021.
566 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.