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

Birchwood 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 		$82.5K Hold
467
– – 0.07% 136
2026
Q1 		$63.2K Hold
467
– – 0.06% 143
2025
Q4 		$60.6K Buy
+467
New +$59.1K 0.06% 143

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

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

Birchwood Financial Partners held its Bank of Montreal (BMO) position steady in Q2 2026 at 467 shares worth $82.5K. The position accounts for 0.07% of the portfolio, ranked #136.

Birchwood Financial Partners first reported a position in BMO in Q4 2025 and has held it in 3 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Birchwood Financial Partners held 467 shares of Bank of Montreal worth $82.5K as of Q2 2026.
  • Birchwood Financial Partners left its Bank of Montreal share count unchanged in Q2 2026.
  • Bank of Montreal made up 0.07% of Birchwood Financial Partners's portfolio in Q2 2026, its #136 holding.
  • Birchwood Financial Partners first reported a position in Bank of Montreal in Q4 2025 and has held it in 3 quarters since.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.