Clearstead Advisors’s Bank of Montreal BMO Stock Holding History

Clearstead Advisors’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	$141K	Buy	+798	New	+$125K	﹤0.01%	1177

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Clearstead Advisors's BMO Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Bank of Montreal (BMO) in Q2 2026: 798 shares worth $141K. The stake represents ﹤0.01% of the portfolio and ranks #1177 among its holdings.

655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Clearstead Advisors held 798 shares of Bank of Montreal worth $141K as of Q2 2026.
Bank of Montreal was a new Clearstead Advisors position in Q2 2026.
Bank of Montreal made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1177 holding.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.