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EverSource Wealth Advisors’s Bank of Montreal BMO Stock Holding History

EverSource Wealth Advisors’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 		$556K Sell
3,145
-1,141
-27% -$179K 0.02% 532
2026
Q1 		$580K Buy
4,286
+620
+17% +$86.1K 0.02% 540
2025
Q4 		$476K Buy
3,666
+353
+11% +$44.7K 0.02% 561
2025
Q3 		$431K Buy
3,313
+10
+0.3% +$1.18K 0.02% 552
2025
Q2 		$365K Buy
3,303
+1,021
+45% +$103K 0.02% 578
2025
Q1 		$218K Buy
2,282
+768
+51% +$76K 0.01% 634
2024
Q4 		$147K Sell
1,514
-33
-2% -$3.12K 0.01% 777
2024
Q3 		$140K Buy
1,547
+66
+4% +$5.63K 0.01% 682
2024
Q2 		$125K Buy
1,481
+858
+138% +$77.9K 0.01% 716
2024
Q1 		$55.6K Buy
623
+160
+35% +$15.1K ﹤0.01% 934
2023
Q4 		$45.8K Buy
463
+130
+39% +$10.9K ﹤0.01% 930
2023
Q3 		$28.1K Buy
333
+219
+192% +$19.2K ﹤0.01% 1009
2023
Q2 		$10.3K Buy
114
+83
+268% +$7.34K ﹤0.01% 1425
2023
Q1 		$2.76K Sell
31
-69
-69% -$6.55K ﹤0.01% 1839
2022
Q4 		$9.06K Buy
100
+37
+59% +$3.42K ﹤0.01% 1366
2022
Q3 		$6K Hold
63
– – ﹤0.01% 1279
2022
Q2 		$6K Hold
63
– – ﹤0.01% 1184
2022
Q1 		$8K Hold
63
– – ﹤0.01% 1054
2021
Q4 		$6K Buy
+63
New +$6.79K ﹤0.01% 1164

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

EverSource Wealth Advisors's BMO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Bank of Montreal (BMO) stake by 27% in Q2 2026, selling an estimated $179K and leaving 3,145 shares worth $556K. The position accounts for 0.02% of the portfolio, ranked #532.

EverSource Wealth Advisors first reported a position in BMO in Q4 2021 and has held it in 19 quarters since. The position peaked at $580K in Q1 2026. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • EverSource Wealth Advisors held 3,145 shares of Bank of Montreal worth $556K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,141 Bank of Montreal shares in Q2 2026, an estimated $179K.
  • Bank of Montreal made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #532 holding.
  • EverSource Wealth Advisors first reported a position in Bank of Montreal in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Bank of Montreal position peaked at $580K in Q1 2026.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.