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Ashton Thomas Private Wealth’s Bank of Montreal BMO Stock Holding History

Ashton Thomas Private Wealth’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
Q1 		– Sell
-8,173
Closed -$1.06M – 1509
2025
Q4 		$1.06M Buy
8,173
+9
+0.1% +$1.14K 0.03% 478
2025
Q3 		$1.06M Buy
8,164
+563
+7% +$66.7K 0.03% 453
2025
Q2 		$841K Sell
7,601
-269
-3% -$27.1K 0.03% 460
2025
Q1 		$752K Sell
7,870
-771
-9% -$76.3K 0.03% 453
2024
Q4 		$839K Buy
8,641
+918
+12% +$86.8K 0.03% 419
2024
Q3 		$697K Sell
7,723
-389
-5% -$33.2K 0.04% 386
2024
Q2 		$680K Sell
8,112
-760
-9% -$69K 0.04% 368
2024
Q1 		$867K Sell
8,872
-415
-4% -$39.2K 0.05% 326
2023
Q4 		$919K Sell
9,287
-353
-4% -$29.5K 0.06% 309
2023
Q3 		$813K Buy
9,640
+136
+1% +$12K 0.06% 321
2023
Q2 		$858K Buy
+9,504
New +$840K 0.07% 296
2022
Q3 		– Sell
-4,117
Closed -$396K – 450
2022
Q2 		$396K Sell
4,117
-2,844
-41% -$302K 0.04% 342
2022
Q1 		$821K Buy
+6,961
New +$807K 0.07% 277
2021
Q4 		– Sell
-2,079
Closed -$207K – 445
2021
Q3 		$207K Sell
2,079
-545
-21% -$54.9K 0.03% 351
2021
Q2 		$269K Buy
+2,624
New +$259K 0.04% 297

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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ashton Thomas Private Wealth's BMO Position: Q1 2026 in Review

Ashton Thomas Private Wealth sold out of Bank of Montreal (BMO) in Q1 2026, closing a stake of 8,173 shares — an estimated $1.06M sold.

Ashton Thomas Private Wealth first reported a position in BMO in Q2 2021 and held it in 15 quarters. The position peaked at $1.06M in Q3 2025. 637 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Ashton Thomas Private Wealth reported no remaining Bank of Montreal position as of Q1 2026 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 8,173 Bank of Montreal shares in Q1 2026, an estimated $1.06M.
  • Ashton Thomas Private Wealth first reported a position in Bank of Montreal in Q2 2021 and held it in 15 quarters.
  • Ashton Thomas Private Wealth's Bank of Montreal position peaked at $1.06M in Q3 2025.
  • 637 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.