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Hemington Wealth Management’s Bank of Montreal BMO Stock Holding History

Hemington Wealth 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
2025
Q3 		$12K Hold
95
– – ﹤0.01% 801
2025
Q2 		$10K Hold
95
– – ﹤0.01% 842
2025
Q1 		$9K Hold
95
– – ﹤0.01% 836
2024
Q4 		$9K Sell
95
-5
-5% -$473 ﹤0.01% 792
2024
Q3 		$9K Buy
+100
New +$8.53K ﹤0.01% 731

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Hemington Wealth Management's BMO Position: Q3 2025 in Review

Hemington Wealth Management held its Bank of Montreal (BMO) position steady in Q3 2025 at 95 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

Hemington Wealth Management first reported a position in BMO in Q3 2024 and has held it in 5 quarters since. 579 funds tracked by Wall St. Rank hold BMO as of Q3 2025.

  • Hemington Wealth Management held 95 shares of Bank of Montreal worth $12K as of Q3 2025.
  • Hemington Wealth Management left its Bank of Montreal share count unchanged in Q3 2025.
  • Bank of Montreal made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #801 holding.
  • Hemington Wealth Management first reported a position in Bank of Montreal in Q3 2024 and has held it in 5 quarters since.
  • 579 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.