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Williamson Legacy Group’s Bank of Montreal BMO Stock Holding History

Williamson Legacy Group’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
Q4 		– Sell
-6,169
Closed -$804K – 95
2025
Q3 		$804K Buy
+6,169
New +$730K 0.62% 73

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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Williamson Legacy Group's BMO Position: Q4 2025 in Review

Williamson Legacy Group sold out of Bank of Montreal (BMO) in Q4 2025, closing a stake of 6,169 shares — an estimated $804K sold.

Williamson Legacy Group first reported a position in BMO in Q3 2025 and held it in 1 quarter. The position peaked at $804K in Q3 2025. 615 funds tracked by Wall St. Rank hold BMO as of Q4 2025.

  • Williamson Legacy Group reported no remaining Bank of Montreal position as of Q4 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 6,169 Bank of Montreal shares in Q4 2025, an estimated $804K.
  • Williamson Legacy Group first reported a position in Bank of Montreal in Q3 2025 and held it in 1 quarter.
  • Williamson Legacy Group's Bank of Montreal position peaked at $804K in Q3 2025.
  • 615 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2025.

Based on Williamson Legacy Group's 13F filing for Q4 2025, filed 9 Feb 2026.