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High Note Wealth’s Bank of Montreal BMO Stock Holding History

High Note Wealth’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
Q1 		$135 Hold
1
– – ﹤0.01% 916
2025
Q4 		$130 Hold
1
– – ﹤0.01% 888
2025
Q3 		$130 Sell
1
-2
-67% -$237 ﹤0.01% 843
2025
Q2 		$332 Hold
3
– – ﹤0.01% 785
2025
Q1 		$287 Hold
3
– – ﹤0.01% 778
2024
Q4 		$291 Buy
+3
New +$284 ﹤0.01% 788

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

High Note Wealth's BMO Position: Q1 2026 in Review

High Note Wealth held its Bank of Montreal (BMO) position steady in Q1 2026 at 1 share worth $135. The position accounts for ﹤0.01% of the portfolio, ranked #916.

High Note Wealth first reported a position in BMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $332 in Q2 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • High Note Wealth held 1 share of Bank of Montreal worth $135 as of Q1 2026.
  • High Note Wealth left its Bank of Montreal share count unchanged in Q1 2026.
  • Bank of Montreal made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #916 holding.
  • High Note Wealth first reported a position in Bank of Montreal in Q4 2024 and has held it in 6 quarters since.
  • High Note Wealth's Bank of Montreal position peaked at $332 in Q2 2025.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.