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

Focus Partners Wealth’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
Q1 		$1.83M Buy
13,513
+961
+8% +$134K ﹤0.01% 1352
2025
Q4 		$1.63M Buy
12,552
+2,812
+29% +$356K ﹤0.01% 1417
2025
Q3 		$1.17M Buy
9,740
+2,814
+41% +$333K ﹤0.01% 1220
2025
Q2 		$766K Sell
6,926
-534
-7% -$53.8K ﹤0.01% 1255
2025
Q1 		$713K Sell
7,460
-67
-0.9% -$6.63K ﹤0.01% 1192
2024
Q4 		$731K Buy
7,527
+4,147
+123% +$392K ﹤0.01% 1168
2024
Q3 		$305K Sell
3,380
-1,492
-31% -$127K ﹤0.01% 1319
2024
Q2 		$409K Buy
+4,872
New +$442K ﹤0.01% 994

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Focus Partners Wealth's BMO Position: Q1 2026 in Review

Focus Partners Wealth increased its Bank of Montreal (BMO) stake by 7.7% in Q1 2026, buying an estimated $134K and bringing the position to 13,513 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

Focus Partners Wealth first reported a position in BMO in Q2 2024 and has held it in 8 quarters since. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Focus Partners Wealth held 13,513 shares of Bank of Montreal worth $1.83M as of Q1 2026.
  • Focus Partners Wealth bought 961 Bank of Montreal shares in Q1 2026, an estimated $134K.
  • Bank of Montreal made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1352 holding.
  • Focus Partners Wealth first reported a position in Bank of Montreal in Q2 2024 and has held it in 8 quarters since.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.