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 Q2	$2.55M	Buy	14,446 +933	+7%	+$147K	﹤0.01%	1250
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 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 Wealth's BMO Position: Q2 2026 in Review

Focus Partners Wealth increased its Bank of Montreal (BMO) stake by 6.9% in Q2 2026, buying an estimated $147K and bringing the position to 14,446 shares worth $2.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

Focus Partners Wealth first reported a position in BMO in Q2 2024 and has held it in 9 quarters since. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Focus Partners Wealth held 14,446 shares of Bank of Montreal worth $2.55M as of Q2 2026.
Focus Partners Wealth bought 933 Bank of Montreal shares in Q2 2026, an estimated $147K.
Bank of Montreal made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1250 holding.
Focus Partners Wealth first reported a position in Bank of Montreal in Q2 2024 and has held it in 9 quarters since.
659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.