Corient Private Wealth
BMO icon

Corient Private Wealth’s Bank of Montreal BMO Stock Holding History

Corient Private Wealth’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
Q1 		$2.27M Sell
16,869
-29,757
-64% -$4.13M ﹤0.01% 1197
2025
Q4 		$6.06M Buy
46,626
+22,496
+93% +$2.85M ﹤0.01% 970
2025
Q3 		$3.14M Buy
24,130
+1,446
+6% +$171K 0.01% 879
2025
Q2 		$2.51M Buy
22,684
+5,267
+30% +$531K ﹤0.01% 937
2025
Q1 		$1.66M Sell
17,417
-5,962
-26% -$590K ﹤0.01% 1046
2024
Q4 		$2.27M Buy
23,379
+2,264
+11% +$214K ﹤0.01% 949
2024
Q3 		$1.9M Sell
21,115
-2,145
-9% -$183K ﹤0.01% 1124
2024
Q2 		$1.95M Sell
23,260
-1,100
-5% -$99.9K ﹤0.01% 1031
2024
Q1 		$2.38M Sell
24,360
-8,243
-25% -$778K ﹤0.01% 950
2023
Q4 		$3.23M Buy
32,603
+13,718
+73% +$1.15M 0.01% 823
2023
Q3 		$1.59M Buy
18,885
+7,697
+69% +$677K ﹤0.01% 1000
2023
Q2 		$1.01M Sell
11,188
-112
-1% -$9.9K ﹤0.01% 1149
2023
Q1 		$1.01M Buy
11,300
+2,873
+34% +$273K ﹤0.01% 1084
2022
Q4 		$763K Buy
+8,427
New +$780K ﹤0.01% 995

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Corient Private Wealth's BMO Position: Q1 2026 in Review

Corient Private Wealth reduced its Bank of Montreal (BMO) stake by 64% in Q1 2026, selling an estimated $4.13M and leaving 16,869 shares worth $2.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Corient Private Wealth first reported a position in BMO in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.06M in Q4 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Corient Private Wealth held 16,869 shares of Bank of Montreal worth $2.27M as of Q1 2026.
  • Corient Private Wealth sold 29,757 Bank of Montreal shares in Q1 2026, an estimated $4.13M.
  • Bank of Montreal made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1197 holding.
  • Corient Private Wealth first reported a position in Bank of Montreal in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Bank of Montreal position peaked at $6.06M in Q4 2025.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.