TCM
BMO icon

TruNorth Capital Management’s Bank of Montreal BMO Stock Holding History

TruNorth Capital Management’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
-100
Closed -$13K – 148
2025
Q3 		$13K Hold
100
– – ﹤0.01% 321
2025
Q2 		$11.1K Sell
100
-405
-80% -$40.8K ﹤0.01% 282
2025
Q1 		$48.2K Buy
505
+405
+405% +$40.1K 0.01% 210
2024
Q4 		$9.71K Hold
100
– – ﹤0.01% 285
2024
Q3 		$9.02K Buy
+100
New +$8.53K ﹤0.01% 289

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $269B AUM 31.4% 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 $61.3B AUM 39.33% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

TruNorth Capital Management's BMO Position: Q4 2025 in Review

TruNorth Capital Management sold out of Bank of Montreal (BMO) in Q4 2025, closing a stake of 100 shares — an estimated $13K sold.

TruNorth Capital Management first reported a position in BMO in Q3 2024 and held it in 5 quarters. The position peaked at $48.2K in Q1 2025. 616 funds tracked by Wall St. Rank hold BMO as of Q4 2025.

  • TruNorth Capital Management reported no remaining Bank of Montreal position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 100 Bank of Montreal shares in Q4 2025, an estimated $13K.
  • TruNorth Capital Management first reported a position in Bank of Montreal in Q3 2024 and held it in 5 quarters.
  • TruNorth Capital Management's Bank of Montreal position peaked at $48.2K in Q1 2025.
  • 616 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.