Bank of Montreal
13F holders, Q1 2025 (March 31)1holders −1
0new positions
1sold out
$59.76avg. 13F price*
At the end of Q1 2025, 1 institutions reported holding Bank of Montreal in their 13F filings, down 1 from Q4 2024. 0 opened new positions and 1 sold out. The largest holder was EverSource Wealth Advisors, LLC ($761K).
- Company
- Bank of Montreal
- Filed as
- MICROSECTORS GOLD MINERS 3X LEVERAGED ETN (Q1 2025)
- CUSIP
- 063679658
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $544K |
All 13F filers, Q4 2024 → Q1 2025: 26,186 shares sold, net −26,186 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -32.7% | 12,730 | $761K |
"% of holder's portfolio" is BANK OF MONTREAL's weight in each manager's 13F, not the share of Bank of Montreal the manager owns.