Bank of Montreal (bmo 4.25 03/29/29 Mtn)

13F holders, Q4 2025 (December 31)
1holders
$0.99avg. 13F price*

At the end of Q4 2025, 1 institutions reported holding Bank of Montreal (bmo 4.25 03/29/29 Mtn) in their 13F filings. The largest holder was Kelleher Financial Advisors ($173K).

Company
Bank of Montreal (bmo 4.25 03/29/29 Mtn)
Filed as
BANK MONTREAL 03/29/2029 4.250 Call 09/29/2026 100.00 (Q4 2025)
CUSIP
06376FE21
Latest filing quarter
Q2 2026

History

Number of 13F holders

01 Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q4 2025

InstitutionsTotal Value
New Positions1$173K
Exits0$0

Ownership 1 holders

Kelleher Financial Advisors 0.04% New 175,000 $173K

"% of holder's portfolio" is BANK OF MONTREAL (BMO 4.25 03/29/29 MTN)'s weight in each manager's 13F, not the share of Bank of Montreal (bmo 4.25 03/29/29 Mtn) the manager owns.