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Allworth Financial’s Bank of Montreal BMO Stock Holding History

Allworth Financial’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
2026
Q2 		$436K Sell
2,469
-25
-1% -$3.93K ﹤0.01% 1046
2026
Q1 		$338K Buy
2,494
+213
+9% +$29.6K ﹤0.01% 1132
2025
Q4 		$296K Buy
2,281
+160
+8% +$20.3K ﹤0.01% 1154
2025
Q3 		$276K Buy
2,121
+94
+5% +$11.1K ﹤0.01% 1136
2025
Q2 		$224K Buy
2,027
+290
+17% +$29.2K ﹤0.01% 1132
2025
Q1 		$166K Buy
1,737
+30
+2% +$2.97K ﹤0.01% 1016
2024
Q4 		$171K Buy
1,707
+369
+28% +$34.9K ﹤0.01% 1003
2024
Q3 		$121K Sell
1,338
-4
-0.3% -$341 ﹤0.01% 1003
2024
Q2 		$117K Buy
1,342
+13
+1% +$1.18K ﹤0.01% 1013
2024
Q1 		$130K Buy
1,329
+8
+0.6% +$755 ﹤0.01% 929
2023
Q4 		$131K Buy
1,321
+11
+0.8% +$918 ﹤0.01% 852
2023
Q3 		$111K Buy
1,310
+10
+0.8% +$879 ﹤0.01% 846
2023
Q2 		$117K Sell
1,300
-77
-6% -$6.81K ﹤0.01% 839
2023
Q1 		$123K Buy
1,377
+16
+1% +$1.52K ﹤0.01% 789
2022
Q4 		$123K Buy
1,361
+61
+5% +$5.65K ﹤0.01% 758
2022
Q3 		$114K Sell
1,300
-86
-6% -$8.32K ﹤0.01% 731
2022
Q2 		$133K Buy
1,386
+86
+7% +$9.14K ﹤0.01% 645
2022
Q1 		$153K Hold
1,300
– – ﹤0.01% 609
2021
Q4 		$140K Hold
1,300
– – ﹤0.01% 603
2021
Q3 		$130K Hold
1,300
– – ﹤0.01% 565
2021
Q2 		$133K Hold
1,300
– – ﹤0.01% 436
2021
Q1 		$116K Hold
1,300
– – ﹤0.01% 431
2020
Q4 		$99K Hold
1,300
– – ﹤0.01% 368
2020
Q3 		$76K Hold
1,300
– – ﹤0.01% 365
2020
Q2 		$69K Hold
1,300
– – ﹤0.01% 369
2020
Q1 		$65K Hold
1,300
– – ﹤0.01% 363
2019
Q4 		$101K Buy
+1,300
New +$97.9K ﹤0.01% 279

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Allworth Financial's BMO Position: Q2 2026 in Review

Allworth Financial reduced its Bank of Montreal (BMO) stake by 1% in Q2 2026, selling an estimated $3.93K and leaving 2,469 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

Allworth Financial first reported a position in BMO in Q4 2019 and has held it in 27 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Allworth Financial held 2,469 shares of Bank of Montreal worth $436K as of Q2 2026.
  • Allworth Financial sold 25 Bank of Montreal shares in Q2 2026, an estimated $3.93K.
  • Bank of Montreal made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1046 holding.
  • Allworth Financial first reported a position in Bank of Montreal in Q4 2019 and has held it in 27 quarters since.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.