Highline Wealth Partners’s Bank of Montreal BMO Stock Holding History

Highline Wealth Partners’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	$11.5K	Hold	65	–	–	﹤0.01%	536
2026 Q1	$8.8K	Buy	65 +19	+41%	+$2.64K	﹤0.01%	501
2025 Q4	$5.97K	Hold	46	–	–	﹤0.01%	510
2025 Q3	$5.99K	Hold	46	–	–	﹤0.01%	524
2025 Q2	$5.09K	Buy	46 +3	+7%	+$302	﹤0.01%	442
2025 Q1	$4.11K	Sell	43 -3	-7%	-$297	﹤0.01%	472
2024 Q4	$4.46K	Buy	46 +3	+7%	+$284	﹤0.01%	358
2024 Q3	$3.88K	Buy	43 +34	+378%	+$2.9K	﹤0.01%	376
2024 Q2	$755	Buy	+9	New	+$817	﹤0.01%	467

Other funds holding BMO

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Highline Wealth Partners's BMO Position: Q2 2026 in Review

Highline Wealth Partners held its Bank of Montreal (BMO) position steady in Q2 2026 at 65 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Highline Wealth Partners first reported a position in BMO in Q2 2024 and has held it in 9 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Highline Wealth Partners held 65 shares of Bank of Montreal worth $11.5K as of Q2 2026.
Highline Wealth Partners left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #536 holding.
Highline Wealth Partners first reported a position in Bank of Montreal in Q2 2024 and has held it in 9 quarters since.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.