Institute for Wealth Management’s Bank of Montreal BMO Stock Holding History

Institute for 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
2026 Q2	$62.6K	Buy	+354	New	+$55.6K	0.01%	809

Other funds holding BMO

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Institute for Wealth Management's BMO Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Bank of Montreal (BMO) in Q2 2026: 354 shares worth $62.6K. The stake represents 0.01% of the portfolio and ranks #809 among its holdings.

363 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Institute for Wealth Management held 354 shares of Bank of Montreal worth $62.6K as of Q2 2026.
Bank of Montreal was a new Institute for Wealth Management position in Q2 2026.
Bank of Montreal made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #809 holding.
363 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.