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

FORM 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 Q3	$217K	Sell	1,300 -62	-5%	-$10.9K	0.02%	57
2026 Q2	$241K	Sell	1,362 -165	-11%	-$25.9K	0.03%	54
2026 Q1	$207K	Sell	1,527 -24	-2%	-$3.34K	0.02%	57
2025 Q4	$201K	Buy	+1,551	New	+$196K	0.02%	58
2025 Q2	$214K	Buy	+1,932	New	+$195K	0.03%	63

Other funds holding BMO

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

FORM Wealth Advisors's BMO Position: Q3 2026 in Review

FORM Wealth Advisors reduced its Bank of Montreal (BMO) stake by 4.6% in Q3 2026, selling an estimated $10.9K and leaving 1,300 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #57.

FORM Wealth Advisors first reported a position in BMO in Q2 2025 and has held it in 5 quarters since. The position peaked at $241K in Q2 2026. 567 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

FORM Wealth Advisors held 1,300 shares of Bank of Montreal worth $217K as of Q3 2026.
FORM Wealth Advisors sold 62 Bank of Montreal shares in Q3 2026, an estimated $10.9K.
Bank of Montreal made up 0.02% of FORM Wealth Advisors's portfolio in Q3 2026, its #57 holding.
FORM Wealth Advisors first reported a position in Bank of Montreal in Q2 2025 and has held it in 5 quarters since.
FORM Wealth Advisors's Bank of Montreal position peaked at $241K in Q2 2026.
567 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.