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 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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

WhitTier Trust Company's BMO Position: Q3 2025 in Review

WhitTier Trust Company sold out of Bank of Montreal (BMO) in Q3 2025, closing a stake of 40 shares — an estimated $4.42K sold.

WhitTier Trust Company first reported a position in BMO in Q3 2017 and held it in 11 quarters. The position peaked at $4.42K in Q2 2025. 579 funds tracked by Wall St. Rank hold BMO as of Q3 2025.

WhitTier Trust Company reported no remaining Bank of Montreal position as of Q3 2025 after selling out during the quarter.
WhitTier Trust Company sold 40 Bank of Montreal shares in Q3 2025, an estimated $4.42K.
WhitTier Trust Company first reported a position in Bank of Montreal in Q3 2017 and held it in 11 quarters.
WhitTier Trust Company's Bank of Montreal position peaked at $4.42K in Q2 2025.
579 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2025.

Based on WhitTier Trust Company's 13F filing for Q3 2025, filed 31 Oct 2025.