JWA
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JFS Wealth Advisors’s Bank of Montreal BMO Stock Holding History

JFS Wealth Advisors’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 		$23.3K Buy
132
+11
+9% +$1.73K ﹤0.01% 730
2026
Q1 		$16.4K Hold
121
– – ﹤0.01% 790
2025
Q4 		$15.7K Hold
121
– – ﹤0.01% 827
2025
Q3 		$15.8K Hold
121
– – ﹤0.01% 749
2025
Q2 		$13.4K Sell
121
-77
-39% -$7.76K ﹤0.01% 772
2025
Q1 		$18.9K Hold
198
– – ﹤0.01% 674
2024
Q4 		$19.2K Buy
198
+35
+21% +$3.31K ﹤0.01% 658
2024
Q3 		$14.7K Buy
163
+6
+4% +$512 ﹤0.01% 724
2024
Q2 		$13.2K Sell
157
-37
-19% -$3.36K ﹤0.01% 712
2024
Q1 		$18.9K Hold
194
– – ﹤0.01% 638
2023
Q4 		$19.2K Buy
194
+57
+42% +$4.76K ﹤0.01% 594
2023
Q3 		$11.6K Sell
137
-62
-31% -$5.45K ﹤0.01% 684
2023
Q2 		$18K Buy
199
+18
+10% +$1.59K ﹤0.01% 572
2023
Q1 		$16.1K Buy
181
+11
+6% +$1.04K ﹤0.01% 579
2022
Q4 		$15.4K Buy
170
+32
+23% +$2.96K ﹤0.01% 584
2022
Q3 		$12K Sell
138
-155
-53% -$15K ﹤0.01% 669
2022
Q2 		$28K Buy
293
+43
+17% +$4.57K ﹤0.01% 516
2022
Q1 		$29K Buy
250
+194
+346% +$22.5K ﹤0.01% 524
2021
Q4 		$6K Buy
+56
New +$6.04K ﹤0.01% 754

Other funds holding BMO

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return