Jamison Private Wealth Management’s Bank of Montreal BMO Stock Holding History

Jamison Private 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	$634K	Buy	3,590 +32	+0.9%	+$5.03K	0.06%	149
2026 Q1	$482K	Hold	3,558	–	–	0.06%	158
2025 Q4	$462K	Hold	3,558	–	–	0.06%	160
2025 Q3	$463K	Hold	3,558	–	–	0.06%	161
2025 Q2	$394K	Hold	3,558	–	–	0.06%	162
2025 Q1	$340K	Hold	3,558	–	–	0.05%	166
2024 Q4	$345K	Hold	3,558	–	–	0.05%	169
2024 Q3	$321K	Hold	3,558	–	–	0.05%	157
2024 Q2	$298K	Hold	3,558	–	–	0.05%	150
2024 Q1	$348K	Hold	3,558	–	–	0.06%	147
2023 Q4	$352K	Sell	3,558 -117	-3%	-$9.77K	0.07%	146
2023 Q3	$310K	Buy	+3,675	New	+$323K	0.06%	147

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

Jamison Private Wealth Management's BMO Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Bank of Montreal (BMO) stake by 0.9% in Q2 2026, buying an estimated $5.03K and bringing the position to 3,590 shares worth $634K. The position accounts for 0.06% of the portfolio, ranked #149.

Jamison Private Wealth Management first reported a position in BMO in Q3 2023 and has held it in 12 quarters since. 658 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Jamison Private Wealth Management held 3,590 shares of Bank of Montreal worth $634K as of Q2 2026.
Jamison Private Wealth Management bought 32 Bank of Montreal shares in Q2 2026, an estimated $5.03K.
Bank of Montreal made up 0.06% of Jamison Private Wealth Management's portfolio in Q2 2026, its #149 holding.
Jamison Private Wealth Management first reported a position in Bank of Montreal in Q3 2023 and has held it in 12 quarters since.
658 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.