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Legacy Wealth Asset Management’s Bank of Montreal BMO Stock Holding History

Legacy Wealth Asset 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 		$876K Sell
4,958
-44
-0.9% -$6.92K 0.19% 142
2026
Q1 		$677K Buy
+5,002
New +$695K 0.16% 208

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

Legacy Wealth Asset Management's BMO Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Bank of Montreal (BMO) stake by 0.88% in Q2 2026, selling an estimated $6.92K and leaving 4,958 shares worth $876K. The position accounts for 0.19% of the portfolio, ranked #142.

Legacy Wealth Asset Management first reported a position in BMO in Q1 2026 and has held it in 2 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Legacy Wealth Asset Management held 4,958 shares of Bank of Montreal worth $876K as of Q2 2026.
  • Legacy Wealth Asset Management sold 44 Bank of Montreal shares in Q2 2026, an estimated $6.92K.
  • Bank of Montreal made up 0.19% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #142 holding.
  • Legacy Wealth Asset Management first reported a position in Bank of Montreal in Q1 2026 and has held it in 2 quarters since.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.