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Goldstein Advisors’s Bank of Montreal BMO Stock Holding History

Goldstein 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 		$238K Buy
+1,348
New +$212K 0.02% 224
2023
Q4 		– Sell
-5,289
Closed -$446K – 176
2023
Q3 		$446K Buy
+5,289
New +$465K 0.09% 76

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

Goldstein Advisors's BMO Position: Q2 2026 in Review

Goldstein Advisors opened a new position in Bank of Montreal (BMO) in Q2 2026: 1,348 shares worth $238K. The stake represents 0.02% of the portfolio and ranks #224 among its holdings. This is a return to the name: Goldstein Advisors previously reported a position in BMO as recently as Q3 2023.

Goldstein Advisors first reported a position in BMO in Q3 2023 and has held it in 2 quarters since. The position peaked at $446K in Q3 2023. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Goldstein Advisors held 1,348 shares of Bank of Montreal worth $238K as of Q2 2026.
  • Bank of Montreal was a new Goldstein Advisors position in Q2 2026.
  • Bank of Montreal made up 0.02% of Goldstein Advisors's portfolio in Q2 2026, its #224 holding.
  • Goldstein Advisors first reported a position in Bank of Montreal in Q3 2023 and has held it in 2 quarters since.
  • Goldstein Advisors's Bank of Montreal position peaked at $446K in Q3 2023.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.