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 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ausdal Financial Partners's BMO Position: Q1 2026 in Review

Ausdal Financial Partners reduced its Bank of Montreal (BMO) stake by 0.02% in Q1 2026, selling an estimated $278 and leaving 8,306 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #349.

Ausdal Financial Partners first reported a position in BMO in Q4 2015 and has held it in 15 quarters since. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Ausdal Financial Partners held 8,306 shares of Bank of Montreal worth $1.12M as of Q1 2026.
Ausdal Financial Partners sold 2 Bank of Montreal shares in Q1 2026, an estimated $278.
Bank of Montreal made up 0.05% of Ausdal Financial Partners's portfolio in Q1 2026, its #349 holding.
Ausdal Financial Partners first reported a position in Bank of Montreal in Q4 2015 and has held it in 15 quarters since.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.