TownSquare Capital’s Bank of Montreal BMO Stock Holding History

TownSquare Capital’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	-2,485	Closed	-$237K	–	711
2025 Q1	$237K	Buy	2,485 +175	+8%	+$17.3K	﹤0.01%	1466
2024 Q4	$224K	Buy	+2,310	New	+$218K	﹤0.01%	1393

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

TownSquare Capital's BMO Position: Q2 2025 in Review

TownSquare Capital sold out of Bank of Montreal (BMO) in Q2 2025, closing a stake of 2,485 shares — an estimated $237K sold.

TownSquare Capital first reported a position in BMO in Q4 2024 and held it in 2 quarters. The position peaked at $237K in Q1 2025. 566 funds tracked by Wall St. Rank hold BMO as of Q2 2025.

TownSquare Capital reported no remaining Bank of Montreal position as of Q2 2025 after selling out during the quarter.
TownSquare Capital sold 2,485 Bank of Montreal shares in Q2 2025, an estimated $237K.
TownSquare Capital first reported a position in Bank of Montreal in Q4 2024 and held it in 2 quarters.
TownSquare Capital's Bank of Montreal position peaked at $237K in Q1 2025.
566 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.