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

IAG 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	$59.2K	Hold	335	–	–	0.01%	206
2026 Q1	$45.3K	Hold	335	–	–	0.01%	221
2025 Q4	$43.5K	Hold	335	–	–	0.01%	224
2025 Q3	$43.6K	Hold	335	–	–	0.01%	226
2025 Q2	$37.1K	Hold	335	–	–	﹤0.01%	221
2025 Q1	$32K	Hold	335	–	–	0.01%	230
2024 Q4	$32.5K	Hold	335	–	–	0.01%	230
2024 Q3	$30.2K	Hold	335	–	–	0.01%	237
2024 Q2	$28.1K	Sell	335 -300	-47%	-$27.2K	0.01%	236
2024 Q1	$62K	Buy	635 +139	+28%	+$13.1K	0.01%	149
2023 Q4	$49.1K	Buy	496 +268	+118%	+$22.4K	0.01%	160
2023 Q3	$19.2K	Buy	228 +161	+240%	+$14.2K	0.01%	231
2023 Q2	$6.05K	Hold	67	–	–	﹤0.01%	366
2023 Q1	$5.97K	Hold	67	–	–	﹤0.01%	370
2022 Q4	$6.07K	Hold	67	–	–	﹤0.01%	341
2022 Q3	$6K	Hold	67	–	–	﹤0.01%	322
2022 Q2	$6K	Sell	67 -222	-77%	-$23.6K	﹤0.01%	318
2022 Q1	$34K	Hold	289	–	–	0.01%	173
2021 Q4	$31K	Hold	289	–	–	0.01%	175
2021 Q3	$29K	Hold	289	–	–	0.01%	167
2021 Q2	$30K	Buy	289 +222	+331%	+$21.9K	0.01%	161
2021 Q1	$6K	Hold	67	–	–	﹤0.01%	298
2020 Q4	$6K	Hold	67	–	–	﹤0.01%	287
2020 Q3	$4K	Sell	67 -125	-65%	-$7.24K	﹤0.01%	289
2020 Q2	$11K	Buy	192 +12	+7%	+$612	0.01%	204
2020 Q1	$10K	Buy	180 +55	+44%	+$3.73K	0.01%	198
2019 Q4	$10K	Buy	+125	New	+$9.41K	0.01%	252

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

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

IAG Wealth Partners held its Bank of Montreal (BMO) position steady in Q2 2026 at 335 shares worth $59.2K. The position accounts for 0.01% of the portfolio, ranked #206.

IAG Wealth Partners first reported a position in BMO in Q4 2019 and has held it in 27 quarters since. The position peaked at $62K in Q1 2024. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

IAG Wealth Partners held 335 shares of Bank of Montreal worth $59.2K as of Q2 2026.
IAG Wealth Partners left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up 0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #206 holding.
IAG Wealth Partners first reported a position in Bank of Montreal in Q4 2019 and has held it in 27 quarters since.
IAG Wealth Partners's Bank of Montreal position peaked at $62K in Q1 2024.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.