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Thurston Springer Miller Herd & Titak’s Bank of Montreal BMO Stock Holding History

Thurston Springer Miller Herd & Titak’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
Q3 		– Sell
-834
Closed -$92.3K – 628
2025
Q2 		$92.3K Hold
834
– – 0.01% 524
2025
Q1 		$79.7K Sell
834
-30
-3% -$2.97K 0.01% 511
2024
Q4 		$83.8K Sell
864
-107
-11% -$10.1K 0.02% 421
2024
Q3 		$87.6K Hold
971
– – 0.02% 427
2024
Q2 		$81.4K Buy
+971
New +$88.2K 0.03% 449

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's BMO Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of Bank of Montreal (BMO) in Q3 2025, closing a stake of 834 shares — an estimated $92.3K sold.

Thurston Springer Miller Herd & Titak first reported a position in BMO in Q2 2024 and held it in 5 quarters. The position peaked at $92.3K in Q2 2025. 579 funds tracked by Wall St. Rank hold BMO as of Q3 2025.

  • Thurston Springer Miller Herd & Titak reported no remaining Bank of Montreal position as of Q3 2025 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 834 Bank of Montreal shares in Q3 2025, an estimated $92.3K.
  • Thurston Springer Miller Herd & Titak first reported a position in Bank of Montreal in Q2 2024 and held it in 5 quarters.
  • Thurston Springer Miller Herd & Titak's Bank of Montreal position peaked at $92.3K in Q2 2025.
  • 579 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.