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Medallion Wealth Advisors’s Bank of Montreal BMO Stock Holding History

Medallion 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 		$245K Sell
1,388
-1,166
-46% -$183K 0.08% 213
2026
Q1 		$346K Sell
2,554
-145
-5% -$20.1K 0.11% 174
2025
Q4 		$350K Sell
2,699
-2
-0.1% -$253 0.12% 165
2025
Q3 		$352K Hold
2,701
– – 0.12% 162
2025
Q2 		$300K Hold
2,701
– – 0.12% 172
2025
Q1 		$259K Hold
2,701
– – 0.12% 171
2024
Q4 		$260K Buy
+2,701
New +$255K 0.13% 160

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

Medallion Wealth Advisors's BMO Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Bank of Montreal (BMO) stake by 46% in Q2 2026, selling an estimated $183K and leaving 1,388 shares worth $245K. The position accounts for 0.08% of the portfolio, ranked #213.

Medallion Wealth Advisors first reported a position in BMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $352K in Q3 2025. 658 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Medallion Wealth Advisors held 1,388 shares of Bank of Montreal worth $245K as of Q2 2026.
  • Medallion Wealth Advisors sold 1,166 Bank of Montreal shares in Q2 2026, an estimated $183K.
  • Bank of Montreal made up 0.08% of Medallion Wealth Advisors's portfolio in Q2 2026, its #213 holding.
  • Medallion Wealth Advisors first reported a position in Bank of Montreal in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Bank of Montreal position peaked at $352K in Q3 2025.
  • 658 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.