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Mowery & Schoenfeld Wealth Management’s Bank of Montreal BMO Stock Holding History

Mowery & Schoenfeld 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 		$167 Hold
1
– – ﹤0.01% 357
2026
Q1 		$127 Hold
1
– – ﹤0.01% 348
2025
Q4 		$121 Hold
1
– – ﹤0.01% 472
2025
Q3 		$120 Hold
1
– – ﹤0.01% 379
2025
Q2 		$102 Sell
1
-899
-100% -$90.6K ﹤0.01% 389
2025
Q1 		$86K Buy
+900
New +$89K 0.17% 92

Other funds holding BMO

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's BMO Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Bank of Montreal (BMO) position steady in Q2 2026 at 1 share worth $167. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Mowery & Schoenfeld Wealth Management first reported a position in BMO in Q1 2025 and has held it in 6 quarters since. The position peaked at $86K in Q1 2025. 416 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 1 share of Bank of Montreal worth $167 as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Bank of Montreal share count unchanged in Q2 2026.
  • Bank of Montreal made up ﹤0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #357 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Bank of Montreal in Q1 2025 and has held it in 6 quarters since.
  • Mowery & Schoenfeld Wealth Management's Bank of Montreal position peaked at $86K in Q1 2025.
  • 416 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.