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Keudell/Morrison Wealth Management’s Bank of Montreal BMO Stock Holding History

Keudell/Morrison 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 		$227K Sell
1,283
-1,070
-45% -$168K 0.04% 237
2026
Q1 		$318K Sell
2,353
-327
-12% -$45.4K 0.07% 176
2025
Q4 		$348K Buy
+2,680
New +$339K 0.07% 169
2025
Q2 		$375K Hold
3,391
– – 0.08% 148
2025
Q1 		$324K Sell
3,391
-70
-2% -$6.92K 0.08% 153
2024
Q4 		$336K Buy
+3,461
New +$327K 0.09% 148

Other funds holding BMO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return

Keudell/Morrison Wealth Management's BMO Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Bank of Montreal (BMO) stake by 45% in Q2 2026, selling an estimated $168K and leaving 1,283 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #237.

Keudell/Morrison Wealth Management first reported a position in BMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $375K in Q2 2025. 174 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Keudell/Morrison Wealth Management held 1,283 shares of Bank of Montreal worth $227K as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 1,070 Bank of Montreal shares in Q2 2026, an estimated $168K.
  • Bank of Montreal made up 0.04% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #237 holding.
  • Keudell/Morrison Wealth Management first reported a position in Bank of Montreal in Q4 2024 and has held it in 6 quarters since.
  • Keudell/Morrison Wealth Management's Bank of Montreal position peaked at $375K in Q2 2025.
  • 174 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.