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Commonwealth Retirement Investments’s Bank of Montreal BMO Stock Holding History

Commonwealth Retirement Investments’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 		$24.6K Buy
+139
New +$21.8K 0.01% 230
2026
Q1 		– Sell
-139
Closed -$18K – 159
2025
Q4 		$18K Buy
+139
New +$17.6K 0.01% 256

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

Commonwealth Retirement Investments's BMO Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in Bank of Montreal (BMO) in Q2 2026: 139 shares worth $24.6K. The stake represents 0.01% of the portfolio and ranks #230 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in BMO as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in BMO in Q4 2025 and has held it in 2 quarters since. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Commonwealth Retirement Investments held 139 shares of Bank of Montreal worth $24.6K as of Q2 2026.
  • Bank of Montreal was a new Commonwealth Retirement Investments position in Q2 2026.
  • Bank of Montreal made up 0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #230 holding.
  • Commonwealth Retirement Investments first reported a position in Bank of Montreal in Q4 2025 and has held it in 2 quarters since.
  • 659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.