Verition Fund Management
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Verition Fund Management’s Bank of Montreal BMO Stock Holding History

Verition Fund 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
2020
Q3 		– Sell
-1,000,000
Closed -$53M – 1066
2020
Q2 		$53M Hold
1,000,000
– – 1.74% 8
2020
Q1 		$50.3M Buy
+1,000,000
New +$67.8M 1.98% 7

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 $123B AUM 34.51% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Verition Fund Management's BMO Position: Q3 2025 in Review

Verition Fund Management sold out of Bank of Montreal (BMO) in Q3 2025, closing a stake of 1,910 shares — an estimated $211K sold.

Verition Fund Management first reported a position in BMO in Q1 2017 and held it in 9 quarters. The position peaked at $663K in Q2 2022. 578 funds tracked by Wall St. Rank hold BMO as of Q3 2025.

  • Verition Fund Management reported no remaining Bank of Montreal position as of Q3 2025 after selling out during the quarter.
  • Verition Fund Management sold 1,910 Bank of Montreal shares in Q3 2025, an estimated $211K.
  • Verition Fund Management first reported a position in Bank of Montreal in Q1 2017 and held it in 9 quarters.
  • Verition Fund Management's Bank of Montreal position peaked at $663K in Q2 2022.
  • 578 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2025.

Based on Verition Fund Management's 13F filing for Q3 2025, filed 14 Nov 2025.