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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return