WI
BMO icon

WrapManager Inc’s Bank of Montreal BMO Stock Holding History

WrapManager Inc’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
-1,813
Closed -$236K – 144
2025
Q3 		$236K Buy
+1,813
New +$215K 0.07% 133
2025
Q1 		– Sell
-2,310
Closed -$224K – 214
2024
Q4 		$224K Buy
+2,310
New +$218K 0.06% 202
2024
Q2 		– Sell
-2,231
Closed -$218K – 261
2024
Q1 		$218K Buy
2,231
+173
+8% +$16.3K 0.06% 258
2023
Q4 		$204K Sell
2,058
-493
-19% -$41.2K 0.06% 276
2023
Q3 		$215K Buy
2,551
+275
+12% +$24.2K 0.07% 248
2023
Q2 		$206K Buy
+2,276
New +$201K 0.06% 263

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

WrapManager Inc's BMO Position: Q4 2025 in Review

WrapManager Inc sold out of Bank of Montreal (BMO) in Q4 2025, closing a stake of 1,813 shares — an estimated $236K sold.

WrapManager Inc first reported a position in BMO in Q2 2023 and held it in 6 quarters. The position peaked at $236K in Q3 2025. 615 funds tracked by Wall St. Rank hold BMO as of Q4 2025.

  • WrapManager Inc reported no remaining Bank of Montreal position as of Q4 2025 after selling out during the quarter.
  • WrapManager Inc sold 1,813 Bank of Montreal shares in Q4 2025, an estimated $236K.
  • WrapManager Inc first reported a position in Bank of Montreal in Q2 2023 and held it in 6 quarters.
  • WrapManager Inc's Bank of Montreal position peaked at $236K in Q3 2025.
  • 615 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2025.

Based on WrapManager Inc's 13F filing for Q4 2025, filed 6 Feb 2026.