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
Q2 		$3.55M Buy
20,093
+3,224
+19% +$507K ﹤0.01% 1045
2026
Q1 		$2.27M Sell
16,869
-5,686
-25% -$790K ﹤0.01% 1197
2025
Q4 		$2.93M Sell
22,555
-1,575
-7% -$199K ﹤0.01% 971
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 $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

Corient Private Wealth's BMO Position: Q2 2026 in Review

Corient Private Wealth increased its Bank of Montreal (BMO) stake by 19% in Q2 2026, buying an estimated $507K and bringing the position to 20,093 shares worth $3.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Corient Private Wealth first reported a position in BMO in Q4 2022 and has held it in 15 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Corient Private Wealth held 20,093 shares of Bank of Montreal worth $3.55M as of Q2 2026.
  • Corient Private Wealth bought 3,224 Bank of Montreal shares in Q2 2026, an estimated $507K.
  • Bank of Montreal made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1045 holding.
  • Corient Private Wealth first reported a position in Bank of Montreal in Q4 2022 and has held it in 15 quarters since.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.