Atlantic Edge Private Wealth Management’s Bank of Montreal BMO Stock Holding History

Atlantic Edge Private Wealth Management’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	$8.84K	Hold	50	–	–	﹤0.01%	436
2026 Q1	$6.77K	Buy	+50	New	+$6.95K	﹤0.01%	440
2024 Q4	–	Sell	-5	Closed	-$451	–	489
2024 Q3	$451	Hold	5	–	–	﹤0.01%	481
2024 Q2	$420	Hold	5	–	–	﹤0.01%	465
2024 Q1	$489	Hold	5	–	–	﹤0.01%	471
2023 Q4	$495	Buy	+5	New	+$417	﹤0.01%	450

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Atlantic Edge Private Wealth Management's BMO Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Bank of Montreal (BMO) position steady in Q2 2026 at 50 shares worth $8.84K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Atlantic Edge Private Wealth Management first reported a position in BMO in Q4 2023 and has held it in 6 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Atlantic Edge Private Wealth Management held 50 shares of Bank of Montreal worth $8.84K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #436 holding.
Atlantic Edge Private Wealth Management first reported a position in Bank of Montreal in Q4 2023 and has held it in 6 quarters since.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.