BHPW
BMO icon

Beverly Hills Private Wealth’s Bank of Montreal BMO Stock Holding History

Beverly Hills 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
Q2 		– Sell
-2,217
Closed -$300K – 271
2026
Q1 		$300K Sell
2,217
-117
-5% -$16.3K 0.05% 270
2025
Q4 		$303K Sell
2,334
-985
-30% -$125K 0.05% 254
2025
Q3 		$432K Sell
3,319
-317
-9% -$37.5K 0.08% 204
2025
Q2 		$402K Sell
3,636
-241
-6% -$24.3K 0.08% 211
2025
Q1 		$370K Sell
3,877
-35
-0.9% -$3.46K 0.07% 216
2024
Q4 		$380K Buy
3,912
+1,636
+72% +$155K 0.08% 209
2024
Q3 		$205K Sell
2,276
-556
-20% -$47.4K 0.04% 318
2024
Q2 		$238K Sell
2,832
-53
-2% -$4.81K 0.05% 304
2024
Q1 		$282K Buy
2,885
+437
+18% +$41.3K 0.07% 289
2023
Q4 		$242K Sell
2,448
-575
-19% -$48K 0.06% 291
2023
Q3 		$255K Sell
3,023
-2,970
-50% -$261K 0.08% 248
2023
Q2 		$535K Buy
5,993
+3,253
+119% +$288K 0.09% 223
2023
Q1 		$244K Buy
+2,740
New +$260K 0.08% 240

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

Beverly Hills Private Wealth's BMO Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Bank of Montreal (BMO) in Q2 2026, closing a stake of 2,217 shares — an estimated $300K sold.

Beverly Hills Private Wealth first reported a position in BMO in Q1 2023 and held it in 13 quarters. The position peaked at $535K in Q2 2023. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Bank of Montreal position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 2,217 Bank of Montreal shares in Q2 2026, an estimated $300K.
  • Beverly Hills Private Wealth first reported a position in Bank of Montreal in Q1 2023 and held it in 13 quarters.
  • Beverly Hills Private Wealth's Bank of Montreal position peaked at $535K in Q2 2023.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.