Elevation Wealth Partners’s Bank of Montreal BMO Stock Holding History

Elevation Wealth Partners’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	$14K	Buy	+79	New	+$12.4K	﹤0.01%	702

Other funds holding BMO

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Elevation Wealth Partners's BMO Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in Bank of Montreal (BMO) in Q2 2026: 79 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #702 among its holdings.

223 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Elevation Wealth Partners held 79 shares of Bank of Montreal worth $14K as of Q2 2026.
Bank of Montreal was a new Elevation Wealth Partners position in Q2 2026.
Bank of Montreal made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #702 holding.
223 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.