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

TIAA Trust, National Association’s Portfolio BMO Stock Details BMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$626K Sell
5,655
-181
-3% -$20K ﹤0.01% 428
2025
Q1 		$557K Sell
5,836
-2,196
-27% -$210K ﹤0.01% 433
2024
Q4 		$780K Buy
+8,032
New +$780K ﹤0.01% 397