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Wayfinding Financial’s Bank of Montreal BMO Stock Holding History

Wayfinding Financial’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
-469
Closed -$44K – 209
2025
Q1 		$44K Buy
+469
New +$46.4K 0.02% 394

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Wayfinding Financial's BMO Position: Q2 2025 in Review

Wayfinding Financial sold out of Bank of Montreal (BMO) in Q2 2025, closing a stake of 469 shares — an estimated $44K sold.

Wayfinding Financial first reported a position in BMO in Q1 2025 and held it in 1 quarter. The position peaked at $44K in Q1 2025. 565 funds tracked by Wall St. Rank hold BMO as of Q2 2025.

  • Wayfinding Financial reported no remaining Bank of Montreal position as of Q2 2025 after selling out during the quarter.
  • Wayfinding Financial sold 469 Bank of Montreal shares in Q2 2025, an estimated $44K.
  • Wayfinding Financial first reported a position in Bank of Montreal in Q1 2025 and held it in 1 quarter.
  • Wayfinding Financial's Bank of Montreal position peaked at $44K in Q1 2025.
  • 565 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.