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

Empirical 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	$252K	Buy	+1,426	New	+$224K	﹤0.01%	931

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

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

Empirical Wealth Management opened a new position in Bank of Montreal (BMO) in Q2 2026: 1,426 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #931 among its holdings.

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

Empirical Wealth Management held 1,426 shares of Bank of Montreal worth $252K as of Q2 2026.
Bank of Montreal was a new Empirical Wealth Management position in Q2 2026.
Bank of Montreal made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #931 holding.
222 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.