Compass Wealth Management’s Bank of Montreal BMO Stock Holding History

Compass Wealth Management’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 Q3	$207K	Hold	1,240	–	–	0.04%	168
2026 Q2	$219K	Buy	+1,240	New	+$195K	0.04%	163
2025 Q2	–	Sell	-1,240	Closed	-$118K	–	182
2025 Q1	$118K	Hold	1,240	–	–	0.03%	182
2024 Q4	$120K	Hold	1,240	–	–	0.03%	183
2024 Q3	$112K	Hold	1,240	–	–	0.03%	193
2024 Q2	$104K	Hold	1,240	–	–	0.03%	195
2024 Q1	$121K	Buy	1,240 +640	+107%	+$60.4K	0.03%	186
2023 Q4	$59.4K	Hold	600	–	–	0.02%	234
2023 Q3	$50.6K	Hold	600	–	–	0.02%	235
2023 Q2	$54.2K	Hold	600	–	–	0.02%	236
2023 Q1	$53.5K	Hold	600	–	–	0.02%	234
2022 Q4	$54.4K	Buy	+600	New	+$55.5K	0.02%	221

Other funds holding BMO

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

Rempart Asset Management Montreal, Canada $488M AUM 18.34% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

Compass Wealth Management's BMO Position: Q3 2026 in Review

Compass Wealth Management held its Bank of Montreal (BMO) position steady in Q3 2026 at 1,240 shares worth $207K. The position accounts for 0.04% of the portfolio, ranked #168.

Compass Wealth Management first reported a position in BMO in Q4 2022 and has held it in 12 quarters since. The position peaked at $219K in Q2 2026. 152 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

Compass Wealth Management held 1,240 shares of Bank of Montreal worth $207K as of Q3 2026.
Compass Wealth Management left its Bank of Montreal share count unchanged in Q3 2026.
Bank of Montreal made up 0.04% of Compass Wealth Management's portfolio in Q3 2026, its #168 holding.
Compass Wealth Management first reported a position in Bank of Montreal in Q4 2022 and has held it in 12 quarters since.
Compass Wealth Management's Bank of Montreal position peaked at $219K in Q2 2026.
152 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.