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

Modern 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 		$514K Buy
2,911
+481
+20% +$75.6K 0.01% 713
2026
Q1 		$333K Buy
2,430
+682
+39% +$94.8K 0.01% 680
2025
Q4 		$227K Buy
+1,748
New +$221K ﹤0.01% 775

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

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

Modern Wealth Management increased its Bank of Montreal (BMO) stake by 20% in Q2 2026, buying an estimated $75.6K and bringing the position to 2,911 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #713.

Modern Wealth Management first reported a position in BMO in Q4 2025 and has held it in 3 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Modern Wealth Management held 2,911 shares of Bank of Montreal worth $514K as of Q2 2026.
  • Modern Wealth Management bought 481 Bank of Montreal shares in Q2 2026, an estimated $75.6K.
  • Bank of Montreal made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #713 holding.
  • Modern Wealth Management first reported a position in Bank of Montreal in Q4 2025 and has held it in 3 quarters since.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

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