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Mission Wealth Management’s Bank of Montreal BMO Stock Holding History

Mission 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 		$206K Buy
+1,165
New +$183K ﹤0.01% 1023
2021
Q4 		– Sell
-2,300
Closed -$229K – 543
2021
Q3 		$229K Buy
+2,300
New +$232K 0.01% 465

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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

Mission Wealth Management's BMO Position: Q2 2026 in Review

Mission Wealth Management opened a new position in Bank of Montreal (BMO) in Q2 2026: 1,165 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1023 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in BMO as recently as Q3 2021.

Mission Wealth Management first reported a position in BMO in Q3 2021 and has held it in 2 quarters since. The position peaked at $229K in Q3 2021. 112 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Mission Wealth Management held 1,165 shares of Bank of Montreal worth $206K as of Q2 2026.
  • Bank of Montreal was a new Mission Wealth Management position in Q2 2026.
  • Bank of Montreal made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #1023 holding.
  • Mission Wealth Management first reported a position in Bank of Montreal in Q3 2021 and has held it in 2 quarters since.
  • Mission Wealth Management's Bank of Montreal position peaked at $229K in Q3 2021.
  • 112 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.