Focus Partners Advisor Solutions’s Bank of Montreal BMO Stock Holding History

Focus Partners Advisor 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	$525K	Sell	2,972 -492	-14%	-$77.3K	﹤0.01%	799
2026 Q1	$469K	Buy	3,464 +787	+29%	+$109K	﹤0.01%	811
2025 Q4	$347K	Sell	2,677 -1,048	-28%	-$133K	﹤0.01%	841
2025 Q3	$475K	Buy	3,725 +1,109	+42%	+$131K	0.01%	748
2025 Q2	$289K	Buy	2,616 +112	+4%	+$11.3K	﹤0.01%	878
2025 Q1	$239K	Buy	+2,504	New	+$248K	﹤0.01%	850

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Focus Partners Advisor Solutions's BMO Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its Bank of Montreal (BMO) stake by 14% in Q2 2026, selling an estimated $77.3K and leaving 2,972 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Focus Partners Advisor Solutions first reported a position in BMO in Q1 2025 and has held it in 6 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Focus Partners Advisor Solutions held 2,972 shares of Bank of Montreal worth $525K as of Q2 2026.
Focus Partners Advisor Solutions sold 492 Bank of Montreal shares in Q2 2026, an estimated $77.3K.
Bank of Montreal made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #799 holding.
Focus Partners Advisor Solutions first reported a position in Bank of Montreal in Q1 2025 and has held it in 6 quarters since.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.