Journey Strategic Wealth’s Bank of Montreal BMO Stock Holding History

Journey Strategic Wealth’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 Q1	$1.16M	Sell	8,545 -82	-1%	-$11.4K	0.03%	161
2025 Q4	$1.12M	Sell	8,627 -102	-1%	-$12.9K	0.03%	158
2025 Q3	$1.14M	Sell	8,729 -9	-0.1%	-$1.07K	0.03%	151
2025 Q2	$967K	Buy	8,738 +11	+0.1%	+$1.11K	0.03%	173
2025 Q1	$834K	Buy	8,727 +7	+0.1%	+$692	0.03%	153
2024 Q4	$846K	Buy	8,720 +53	+0.6%	+$5.01K	0.03%	146
2024 Q3	$782K	Sell	8,667 -112	-1%	-$9.55K	0.03%	157
2024 Q2	$736K	Buy	8,779 +2,308	+36%	+$210K	0.03%	121
2024 Q1	$632K	Buy	+6,471	New	+$611K	0.03%	108

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Journey Strategic Wealth's BMO Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Bank of Montreal (BMO) stake by 0.95% in Q1 2026, selling an estimated $11.4K and leaving 8,545 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #161.

Journey Strategic Wealth first reported a position in BMO in Q1 2024 and has held it in 9 quarters since. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Journey Strategic Wealth held 8,545 shares of Bank of Montreal worth $1.16M as of Q1 2026.
Journey Strategic Wealth sold 82 Bank of Montreal shares in Q1 2026, an estimated $11.4K.
Bank of Montreal made up 0.03% of Journey Strategic Wealth's portfolio in Q1 2026, its #161 holding.
Journey Strategic Wealth first reported a position in Bank of Montreal in Q1 2024 and has held it in 9 quarters since.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.