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Atlantic Family Wealth’s Bank of Montreal BMO Stock Holding History

Atlantic Family 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
-1,568
Closed -$204K – 60
2025
Q4 		$204K Sell
1,568
-339
-18% -$42.9K 0.15% 55
2025
Q3 		$248K Hold
1,907
– – 0.19% 45
2025
Q2 		$211K Buy
+1,907
New +$192K 0.18% 48

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atlantic Family Wealth's BMO Position: Q1 2026 in Review

Atlantic Family Wealth sold out of Bank of Montreal (BMO) in Q1 2026, closing a stake of 1,568 shares — an estimated $204K sold.

Atlantic Family Wealth first reported a position in BMO in Q2 2025 and held it in 3 quarters. The position peaked at $248K in Q3 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Atlantic Family Wealth reported no remaining Bank of Montreal position as of Q1 2026 after selling out during the quarter.
  • Atlantic Family Wealth sold 1,568 Bank of Montreal shares in Q1 2026, an estimated $204K.
  • Atlantic Family Wealth first reported a position in Bank of Montreal in Q2 2025 and held it in 3 quarters.
  • Atlantic Family Wealth's Bank of Montreal position peaked at $248K in Q3 2025.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Atlantic Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.