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 Q2	$241K	Sell	1,362 -165	-11%	-$25.9K	0.03%	54
2026 Q1	$207K	Sell	1,527 -24	-2%	-$3.33K	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

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

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

FORM Wealth Advisors reduced its Bank of Montreal (BMO) stake by 11% in Q2 2026, selling an estimated $25.9K and leaving 1,362 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #54.

FORM Wealth Advisors first reported a position in BMO in Q2 2025 and has held it in 4 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

FORM Wealth Advisors held 1,362 shares of Bank of Montreal worth $241K as of Q2 2026.
FORM Wealth Advisors sold 165 Bank of Montreal shares in Q2 2026, an estimated $25.9K.
Bank of Montreal made up 0.03% of FORM Wealth Advisors's portfolio in Q2 2026, its #54 holding.
FORM Wealth Advisors first reported a position in Bank of Montreal in Q2 2025 and has held it in 4 quarters since.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.