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GeoWealth Management’s Bank of Montreal BMO Stock Holding History

GeoWealth Management’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 		$609K Buy
3,448
+845
+32% +$133K 0.02% 451
2026
Q1 		$352K Buy
+2,603
New +$362K 0.01% 558
2025
Q3 		– Sell
-1,078
Closed -$119K – 817
2025
Q2 		$119K Sell
1,078
-720
-40% -$72.6K ﹤0.01% 775
2025
Q1 		$172K Buy
1,798
+643
+56% +$63.6K 0.01% 692
2024
Q4 		$112K Buy
1,155
+1,101
+2,039% +$104K ﹤0.01% 935
2024
Q3 		$4.87K Buy
+54
New +$4.61K ﹤0.01% 1456

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

GeoWealth Management's BMO Position: Q2 2026 in Review

GeoWealth Management increased its Bank of Montreal (BMO) stake by 32% in Q2 2026, buying an estimated $133K and bringing the position to 3,448 shares worth $609K. The position accounts for 0.02% of the portfolio, ranked #451.

GeoWealth Management first reported a position in BMO in Q3 2024 and has held it in 6 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • GeoWealth Management held 3,448 shares of Bank of Montreal worth $609K as of Q2 2026.
  • GeoWealth Management bought 845 Bank of Montreal shares in Q2 2026, an estimated $133K.
  • Bank of Montreal made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #451 holding.
  • GeoWealth Management first reported a position in Bank of Montreal in Q3 2024 and has held it in 6 quarters since.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.