GPS Wealth Strategies Group’s Bank of Montreal BMO Stock Holding History

GPS Wealth Strategies Group’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
2025 Q4	$8.44K	Hold	65	–	–	0.01%	408
2025 Q3	$8.47K	Hold	65	–	–	﹤0.01%	1129
2025 Q2	$7.19K	Hold	65	–	–	﹤0.01%	1108
2025 Q1	$6.21K	Hold	65	–	–	﹤0.01%	1100
2024 Q4	$6.31K	Hold	65	–	–	﹤0.01%	1046
2024 Q3	$5.86K	Sell	65 -50	-43%	-$4.27K	﹤0.01%	1062
2024 Q2	$9.64K	Hold	115	–	–	﹤0.01%	924
2024 Q1	$11.2K	Hold	115	–	–	﹤0.01%	831
2023 Q4	$11.4K	Sell	115 -5	-4%	-$417	﹤0.01%	810
2023 Q3	$10.1K	Hold	120	–	–	﹤0.01%	835
2023 Q2	$10.8K	Hold	120	–	–	﹤0.01%	834
2023 Q1	$10.7K	Buy	+120	New	+$11.4K	﹤0.01%	823
2022 Q4	–	Sell	-120	Closed	-$11K	–	225
2022 Q3	$11K	Hold	120	–	–	﹤0.01%	740
2022 Q2	$12K	Buy	120 +1	+0.8%	+$106	﹤0.01%	720
2022 Q1	$14K	Hold	119	–	–	﹤0.01%	655
2021 Q4	$13K	Hold	119	–	–	﹤0.01%	673
2021 Q3	$12K	Hold	119	–	–	﹤0.01%	671
2021 Q2	$12K	Hold	119	–	–	﹤0.01%	695
2021 Q1	$10K	Buy	+119	New	+$9.71K	﹤0.01%	666

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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

Norges Bank Oslo, Norway $1T AUM

GPS Wealth Strategies Group's BMO Position: Q4 2025 in Review

GPS Wealth Strategies Group held its Bank of Montreal (BMO) position steady in Q4 2025 at 65 shares worth $8.44K. The position accounts for 0.01% of the portfolio, ranked #408.

GPS Wealth Strategies Group first reported a position in BMO in Q1 2021 and has held it in 19 quarters since. The position peaked at $14K in Q1 2022. 617 funds tracked by Wall St. Rank hold BMO as of Q4 2025.

GPS Wealth Strategies Group held 65 shares of Bank of Montreal worth $8.44K as of Q4 2025.
GPS Wealth Strategies Group left its Bank of Montreal share count unchanged in Q4 2025.
Bank of Montreal made up 0.01% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #408 holding.
GPS Wealth Strategies Group first reported a position in Bank of Montreal in Q1 2021 and has held it in 19 quarters since.
GPS Wealth Strategies Group's Bank of Montreal position peaked at $14K in Q1 2022.
617 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.