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Greykasell Wealth Strategies’s Bank of Montreal BMO Stock Holding History

Greykasell Wealth Strategies’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 		$269K Hold
1,521
– – 0.1% 129
2026
Q1 		$206K Hold
1,521
– – 0.08% 141
2025
Q4 		$197K Hold
1,521
– – 0.08% 145
2025
Q3 		$198K Hold
1,521
– – 0.08% 139
2025
Q2 		$168K Hold
1,521
– – 0.08% 138
2025
Q1 		$145K Buy
+1,521
New +$150K 0.08% 136

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

Greykasell Wealth Strategies's BMO Position: Q2 2026 in Review

Greykasell Wealth Strategies held its Bank of Montreal (BMO) position steady in Q2 2026 at 1,521 shares worth $269K. The position accounts for 0.1% of the portfolio, ranked #129.

Greykasell Wealth Strategies first reported a position in BMO in Q1 2025 and has held it in 6 quarters since. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Greykasell Wealth Strategies held 1,521 shares of Bank of Montreal worth $269K as of Q2 2026.
  • Greykasell Wealth Strategies left its Bank of Montreal share count unchanged in Q2 2026.
  • Bank of Montreal made up 0.1% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #129 holding.
  • Greykasell Wealth Strategies first reported a position in Bank of Montreal in Q1 2025 and has held it in 6 quarters since.
  • 659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.