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 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

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

Compass Wealth Management's BMO Position: Q2 2026 in Review

Compass Wealth Management opened a new position in Bank of Montreal (BMO) in Q2 2026: 1,240 shares worth $219K. The stake represents 0.04% of the portfolio and ranks #163 among its holdings. This is a return to the name: Compass Wealth Management previously reported a position in BMO as recently as Q1 2025.

Compass Wealth Management first reported a position in BMO in Q4 2022 and has held it in 11 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Compass Wealth Management held 1,240 shares of Bank of Montreal worth $219K as of Q2 2026.
Bank of Montreal was a new Compass Wealth Management position in Q2 2026.
Bank of Montreal made up 0.04% of Compass Wealth Management's portfolio in Q2 2026, its #163 holding.
Compass Wealth Management first reported a position in Bank of Montreal in Q4 2022 and has held it in 11 quarters since.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Compass Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.