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Nvest Wealth Strategies’s Bank of Montreal BMO Stock Holding History

Nvest Wealth Strategies’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 		$354 Hold
2
– – ﹤0.01% 313
2026
Q1 		$271 Buy
+2
New +$278 ﹤0.01% 361

Other funds holding BMO

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
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
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
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nvest Wealth Strategies's BMO Position: Q2 2026 in Review

Nvest Wealth Strategies held its Bank of Montreal (BMO) position steady in Q2 2026 at 2 shares worth $354. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Nvest Wealth Strategies first reported a position in BMO in Q1 2026 and has held it in 2 quarters since. 349 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Nvest Wealth Strategies held 2 shares of Bank of Montreal worth $354 as of Q2 2026.
  • Nvest Wealth Strategies left its Bank of Montreal share count unchanged in Q2 2026.
  • Bank of Montreal made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #313 holding.
  • Nvest Wealth Strategies first reported a position in Bank of Montreal in Q1 2026 and has held it in 2 quarters since.
  • 349 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.