WFA Asset Management’s Bank of Montreal BMO Stock Holding History

WFA 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 Q3	$16.3K	Hold	181	–	–	0.01%	146
2025 Q2	$15.2K	Hold	181	–	–	0.01%	150
2025 Q1	$17.7K	Hold	181	–	–	0.01%	164
2024 Q4	$17.6K	Hold	181	–	–	0.01%	162
2024 Q3	$16.3K	Hold	181	–	–	0.01%	147
2024 Q2	$15.2K	Hold	181	–	–	0.01%	151
2024 Q1	$17.7K	Hold	181	–	–	0.01%	165
2023 Q4	$17.9K	Hold	181	–	–	0.01%	149
2023 Q3	$15.3K	Hold	181	–	–	0.01%	155
2023 Q2	$16.3K	Hold	181	–	–	0.01%	157
2023 Q1	$16.1K	Hold	181	–	–	0.01%	154
2022 Q4	$16.4K	Hold	181	–	–	0.01%	137
2022 Q3	$15.9K	Hold	181	–	–	0.01%	138
2022 Q2	$17.4K	Hold	181	–	–	0.01%	132
2022 Q1	$21.4K	Buy	+181	New	+$21K	0.01%	127

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

WFA Asset Management's BMO Position: Q3 2025 in Review

WFA Asset Management held its Bank of Montreal (BMO) position steady in Q3 2025 at 181 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #146.

WFA Asset Management first reported a position in BMO in Q1 2022 and has held it in 15 quarters since. The position peaked at $21.4K in Q1 2022. 579 funds tracked by Wall St. Rank hold BMO as of Q3 2025.

WFA Asset Management held 181 shares of Bank of Montreal worth $16.3K as of Q3 2025.
WFA Asset Management left its Bank of Montreal share count unchanged in Q3 2025.
Bank of Montreal made up 0.01% of WFA Asset Management's portfolio in Q3 2025, its #146 holding.
WFA Asset Management first reported a position in Bank of Montreal in Q1 2022 and has held it in 15 quarters since.
WFA Asset Management's Bank of Montreal position peaked at $21.4K in Q1 2022.
579 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.