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Ausdal Financial Partners’s Bank of Montreal BMO Stock Holding History

Ausdal Financial Partners’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 		$1.56M Buy
8,842
+536
+6% +$84.3K 0.06% 289
2026
Q1 		$1.12M Sell
8,306
-2
-0% -$278 0.05% 349
2025
Q4 		$1.08M Buy
8,308
+101
+1% +$12.8K 0.05% 342
2025
Q3 		$1.07M Buy
8,207
+6,107
+291% +$723K 0.05% 350
2025
Q2 		$232K Buy
2,100
+5
+0.2% +$504 0.02% 620
2025
Q1 		$200K Hold
2,095
– – 0.02% 613
2024
Q4 		$203K Buy
+2,095
New +$198K 0.02% 541
2024
Q2 		– Sell
-4,422
Closed -$432K – 502
2024
Q1 		$432K Sell
4,422
-23
-0.5% -$2.17K 0.05% 298
2023
Q4 		$440K Sell
4,445
-28
-0.6% -$2.34K 0.05% 275
2023
Q3 		$377K Buy
4,473
+20
+0.4% +$1.76K 0.05% 289
2023
Q2 		$402K Buy
+4,453
New +$394K 0.05% 274
2022
Q2 		– Sell
-2,071
Closed -$244K – 461
2022
Q1 		$244K Hold
2,071
– – 0.03% 407
2021
Q4 		$223K Hold
2,071
– – 0.03% 434
2021
Q3 		$207K Sell
2,071
-43
-2% -$4.33K 0.03% 440
2021
Q2 		$217K Buy
+2,114
New +$209K 0.03% 414
2016
Q1 		– Sell
-1,808
Closed -$102K – 309
2015
Q4 		$102K Buy
+1,808
New +$104K 0.05% 307

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

Ausdal Financial Partners's BMO Position: Q2 2026 in Review

Ausdal Financial Partners increased its Bank of Montreal (BMO) stake by 6.5% in Q2 2026, buying an estimated $84.3K and bringing the position to 8,842 shares worth $1.56M. The position accounts for 0.06% of the portfolio, ranked #289.

Ausdal Financial Partners first reported a position in BMO in Q4 2015 and has held it in 16 quarters since. 658 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Ausdal Financial Partners held 8,842 shares of Bank of Montreal worth $1.56M as of Q2 2026.
  • Ausdal Financial Partners bought 536 Bank of Montreal shares in Q2 2026, an estimated $84.3K.
  • Bank of Montreal made up 0.06% of Ausdal Financial Partners's portfolio in Q2 2026, its #289 holding.
  • Ausdal Financial Partners first reported a position in Bank of Montreal in Q4 2015 and has held it in 16 quarters since.
  • 658 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.