TIAA Trust, National Association’s Bank of Montreal BMO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$734K Hold
2025
Q3
$737K Hold
2025
Q2
$626K Sell
2025
Q1
$557K Sell
2024
Q4
$780K Buy