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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
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 $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Medallion Wealth Advisors's BMO Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Bank of Montreal (BMO) stake by 5.4% in Q1 2026, selling an estimated $20.1K and leaving 2,554 shares worth $346K. The position accounts for 0.11% of the portfolio, ranked #174.

Medallion Wealth Advisors first reported a position in BMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $352K in Q3 2025. 635 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Medallion Wealth Advisors held 2,554 shares of Bank of Montreal worth $346K as of Q1 2026.
  • Medallion Wealth Advisors sold 145 Bank of Montreal shares in Q1 2026, an estimated $20.1K.
  • Bank of Montreal made up 0.11% of Medallion Wealth Advisors's portfolio in Q1 2026, its #174 holding.
  • Medallion Wealth Advisors first reported a position in Bank of Montreal in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Bank of Montreal position peaked at $352K in Q3 2025.
  • 635 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.