WhitTier Trust Company’s Bank of Montreal BMO Stock Holding History

WhitTier Trust Company’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	–	Sell	-40	Closed	-$4.42K	–	1309
2025 Q2	$4.42K	Hold	40	–	–	﹤0.01%	1223
2025 Q1	$3.82K	Buy	+40	New	+$3.96K	﹤0.01%	1212
2019 Q4	–	Sell	-39	Closed	-$3K	–	998
2019 Q3	$3K	Hold	39	–	–	﹤0.01%	946
2019 Q2	$3K	Hold	39	–	–	﹤0.01%	943
2019 Q1	$3K	Hold	39	–	–	﹤0.01%	943
2018 Q4	$3K	Hold	39	–	–	﹤0.01%	976
2018 Q3	$3K	Hold	39	–	–	﹤0.01%	902
2018 Q2	$3K	Hold	39	–	–	﹤0.01%	906
2018 Q1	$3K	Hold	39	–	–	﹤0.01%	942
2017 Q4	$3K	Hold	39	–	–	﹤0.01%	919
2017 Q3	$3K	Buy	+39	New	+$2.91K	﹤0.01%	916

Other funds holding BMO

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B 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 $56.9B AUM 39.33% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B 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