Trifecta Capital Advisors’s Bank of Montreal BMO Stock Holding History

Trifecta Capital Advisors’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 Q4	–	Sell	-1,700	Closed	-$221K	–	279
2025 Q3	$221K	Hold	1,700	–	–	0.03%	99
2025 Q2	$188K	Hold	1,700	–	–	0.03%	102
2025 Q1	$162K	Sell	1,700 -600	-26%	-$59.3K	0.03%	87
2024 Q4	$223K	Sell	2,300 -375	-14%	-$35.4K	0.04%	79
2024 Q3	$241K	Sell	2,675 -1,063	-28%	-$90.7K	0.05%	74
2024 Q2	$313K	Buy	3,738 +1,439	+63%	+$131K	0.07%	70
2024 Q1	$225K	Hold	2,299	–	–	0.05%	77
2023 Q4	$227K	Hold	2,299	–	–	0.06%	79
2023 Q3	$194K	Buy	2,299 +180	+8%	+$15.8K	0.06%	80
2023 Q2	$191K	Hold	2,119	–	–	0.06%	85
2023 Q1	$189K	Hold	2,119	–	–	0.07%	85
2022 Q4	$192K	Buy	+2,119	New	+$196K	0.08%	86

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Trifecta Capital Advisors's BMO Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Bank of Montreal (BMO) in Q4 2025, closing a stake of 1,700 shares — an estimated $221K sold.

Trifecta Capital Advisors first reported a position in BMO in Q4 2022 and held it in 12 quarters. The position peaked at $313K in Q2 2024. 617 funds tracked by Wall St. Rank hold BMO as of Q4 2025.

Trifecta Capital Advisors reported no remaining Bank of Montreal position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 1,700 Bank of Montreal shares in Q4 2025, an estimated $221K.
Trifecta Capital Advisors first reported a position in Bank of Montreal in Q4 2022 and held it in 12 quarters.
Trifecta Capital Advisors's Bank of Montreal position peaked at $313K in Q2 2024.
617 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.