Van Hulzen Asset Management’s Bank of Montreal BMO Stock Holding History

Van Hulzen Asset 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 Q1	–	Sell	-2	Closed	-$195	–	391
2024 Q4	$195	Buy	+2	New	+$189	﹤0.01%	1132

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

Norges Bank Oslo, Norway $1T AUM

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

Van Hulzen Asset Management's BMO Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Bank of Montreal (BMO) in Q1 2025, closing a stake of 2 shares — an estimated $195 sold.

Van Hulzen Asset Management first reported a position in BMO in Q4 2024 and held it in 1 quarter. The position peaked at $195 in Q4 2024. 557 funds tracked by Wall St. Rank hold BMO as of Q1 2025.

Van Hulzen Asset Management reported no remaining Bank of Montreal position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 2 Bank of Montreal shares in Q1 2025, an estimated $195.
Van Hulzen Asset Management first reported a position in Bank of Montreal in Q4 2024 and held it in 1 quarter.
Van Hulzen Asset Management's Bank of Montreal position peaked at $195 in Q4 2024.
557 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.