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Integrated Wealth Concepts’s Bank of Montreal BMO Stock Holding History

Integrated Wealth Concepts’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 		$602K Sell
3,408
-505
-13% -$79.4K ﹤0.01% 1540
2026
Q1 		$530K Buy
+3,913
New +$544K ﹤0.01% 1513
2025
Q4 		– Sell
-3,543
Closed -$461K – 1662
2025
Q3 		$461K Buy
3,543
+68
+2% +$8.05K ﹤0.01% 1393
2025
Q2 		$384K Buy
3,475
+193
+6% +$19.4K ﹤0.01% 1422
2025
Q1 		$313K Sell
3,282
-117
-3% -$11.6K ﹤0.01% 1394
2024
Q4 		$330K Sell
3,399
-179
-5% -$16.9K ﹤0.01% 1314
2024
Q3 		$323K Sell
3,578
-643
-15% -$54.9K ﹤0.01% 1292
2024
Q2 		$354K Sell
4,221
-415
-9% -$37.7K ﹤0.01% 1227
2024
Q1 		$453K Sell
4,636
-230
-5% -$21.7K 0.01% 1092
2023
Q4 		$481K Buy
4,866
+36
+0.7% +$3K 0.01% 1016
2023
Q3 		$408K Sell
4,830
-29
-0.6% -$2.55K 0.01% 1068
2023
Q2 		$439K Buy
4,859
+87
+2% +$7.69K 0.01% 1045
2023
Q1 		$425K Buy
4,772
+2,124
+80% +$202K 0.01% 909
2022
Q4 		$240K Sell
2,648
-609
-19% -$56.4K 0.01% 883
2022
Q3 		$285K Buy
3,257
+727
+29% +$70.3K 0.01% 754
2022
Q2 		$243K Buy
2,530
+54
+2% +$5.74K 0.01% 819
2022
Q1 		$292K Sell
2,476
-18
-0.7% -$2.09K 0.01% 754
2021
Q4 		$269K Sell
2,494
-94
-4% -$10.1K 0.01% 828
2021
Q3 		$258K Buy
+2,588
New +$261K 0.01% 797

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Integrated Wealth Concepts's BMO Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Bank of Montreal (BMO) stake by 13% in Q2 2026, selling an estimated $79.4K and leaving 3,408 shares worth $602K. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

Integrated Wealth Concepts first reported a position in BMO in Q3 2021 and has held it in 19 quarters since. 658 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Integrated Wealth Concepts held 3,408 shares of Bank of Montreal worth $602K as of Q2 2026.
  • Integrated Wealth Concepts sold 505 Bank of Montreal shares in Q2 2026, an estimated $79.4K.
  • Bank of Montreal made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1540 holding.
  • Integrated Wealth Concepts first reported a position in Bank of Montreal in Q3 2021 and has held it in 19 quarters since.
  • 658 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.