Washington Trust’s Bank of Montreal BMO Stock Holding History

Washington Trust’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	-1,000	Closed	-$95.5K	–	305
2025 Q1	$95.5K	Hold	1,000	–	–	﹤0.01%	328
2024 Q4	$97K	Hold	1,000	–	–	﹤0.01%	344
2024 Q3	$90.2K	Hold	1,000	–	–	﹤0.01%	369
2024 Q2	$83.8K	Hold	1,000	–	–	﹤0.01%	372
2024 Q1	$97.7K	Hold	1,000	–	–	﹤0.01%	357
2023 Q4	$98.9K	Hold	1,000	–	–	﹤0.01%	335
2023 Q3	$84.4K	Hold	1,000	–	–	﹤0.01%	329
2023 Q2	$90.3K	Hold	1,000	–	–	﹤0.01%	334
2023 Q1	$89.1K	Hold	1,000	–	–	﹤0.01%	332
2022 Q4	$90.6K	Hold	1,000	–	–	﹤0.01%	323
2022 Q3	$88K	Hold	1,000	–	–	﹤0.01%	313
2022 Q2	$96K	Hold	1,000	–	–	﹤0.01%	312
2022 Q1	$118K	Hold	1,000	–	–	﹤0.01%	310
2021 Q4	$108K	Hold	1,000	–	–	﹤0.01%	323
2021 Q3	$100K	Hold	1,000	–	–	﹤0.01%	405
2021 Q2	$103K	Hold	1,000	–	–	﹤0.01%	398
2021 Q1	$89K	Hold	1,000	–	–	﹤0.01%	410
2020 Q4	$76K	Hold	1,000	–	–	﹤0.01%	420
2020 Q3	$58K	Hold	1,000	–	–	﹤0.01%	419
2020 Q2	$52K	Hold	1,000	–	–	﹤0.01%	388
2020 Q1	$50K	Buy	+1,000	New	+$67.8K	﹤0.01%	385
2018 Q3	–	Sell	-1,000	Closed	-$77K	–	299
2018 Q2	$77K	Buy	+1,000	New	+$77K	﹤0.01%	351

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

Washington Trust's BMO Position: Q2 2025 in Review

Washington Trust sold out of Bank of Montreal (BMO) in Q2 2025, closing a stake of 1,000 shares — an estimated $95.5K sold.

Washington Trust first reported a position in BMO in Q2 2018 and held it in 22 quarters. The position peaked at $118K in Q1 2022. 566 funds tracked by Wall St. Rank hold BMO as of Q2 2025.

Washington Trust reported no remaining Bank of Montreal position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 1,000 Bank of Montreal shares in Q2 2025, an estimated $95.5K.
Washington Trust first reported a position in Bank of Montreal in Q2 2018 and held it in 22 quarters.
Washington Trust's Bank of Montreal position peaked at $118K in Q1 2022.
566 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.