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Wilmington Savings Fund Society’s Bank of Montreal BMO Stock Holding History

Wilmington Savings Fund Society’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
-758
Closed -$83.9K – 1465
2025
Q2 		$83.9K Sell
758
-293
-28% -$29.5K ﹤0.01% 1087
2025
Q1 		$100K Hold
1,051
– – ﹤0.01% 1005
2024
Q4 		$102K Buy
1,051
+551
+110% +$52.1K ﹤0.01% 1031
2024
Q3 		$45.1K Buy
+500
New +$42.7K ﹤0.01% 1247

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
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

Wilmington Savings Fund Society's BMO Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of Bank of Montreal (BMO) in Q3 2025, closing a stake of 758 shares — an estimated $83.9K sold.

Wilmington Savings Fund Society first reported a position in BMO in Q3 2024 and held it in 4 quarters. The position peaked at $102K in Q4 2024. 579 funds tracked by Wall St. Rank hold BMO as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining Bank of Montreal position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 758 Bank of Montreal shares in Q3 2025, an estimated $83.9K.
  • Wilmington Savings Fund Society first reported a position in Bank of Montreal in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's Bank of Montreal position peaked at $102K in Q4 2024.
  • 579 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.