Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Bank of Montreal BMO Stock Holding History

Envestnet Portfolio Solutions’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 		– Sell
-5,649
Closed -$765K – 1380
2026
Q1 		$765K Sell
5,649
-8,081
-59% -$1.12M ﹤0.01% 734
2025
Q4 		$1.78M Sell
13,730
-3,667
-21% -$464K 0.01% 573
2025
Q3 		$2.27M Sell
17,397
-74
-0.4% -$8.76K 0.01% 506
2025
Q2 		$1.93M Buy
17,471
+87
+0.5% +$8.77K 0.01% 574
2025
Q1 		$1.66M Sell
17,384
-2,228
-11% -$220K 0.01% 641
2024
Q4 		$1.9M Buy
+19,612
New +$1.85M 0.01% 681

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

Envestnet Portfolio Solutions's BMO Position: Q2 2026 in Review

Envestnet Portfolio Solutions sold out of Bank of Montreal (BMO) in Q2 2026, closing a stake of 5,649 shares — an estimated $765K sold.

Envestnet Portfolio Solutions first reported a position in BMO in Q4 2024 and held it in 6 quarters. The position peaked at $2.27M in Q3 2025. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Envestnet Portfolio Solutions reported no remaining Bank of Montreal position as of Q2 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 5,649 Bank of Montreal shares in Q2 2026, an estimated $765K.
  • Envestnet Portfolio Solutions first reported a position in Bank of Montreal in Q4 2024 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's Bank of Montreal position peaked at $2.27M in Q3 2025.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.