Olistico Wealth’s Bank of Montreal BMO Stock Holding History

Olistico Wealth’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 Q3	$117K	Hold	700	–	–	0.05%	124
2026 Q2	$124K	Hold	700	–	–	0.05%	119
2026 Q1	$94.7K	Hold	700	–	–	0.05%	128
2025 Q4	$90.9K	Buy	+700	New	+$88.6K	0.04%	125
2025 Q3	–	Sell	-700	Closed	-$77.4K	–	121
2025 Q2	$77.4K	Hold	700	–	–	0.04%	137
2025 Q1	$66.9K	Hold	700	–	–	0.04%	143
2024 Q4	$67.9K	Hold	700	–	–	0.04%	145
2024 Q3	$63.1K	Hold	700	–	–	0.04%	150
2024 Q2	$58.7K	Buy	+700	New	+$63.6K	0.04%	150

Other funds holding BMO

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

Rempart Asset Management Montreal, Canada $488M AUM 18.34% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

Olistico Wealth's BMO Position: Q3 2026 in Review

Olistico Wealth held its Bank of Montreal (BMO) position steady in Q3 2026 at 700 shares worth $117K. The position accounts for 0.05% of the portfolio, ranked #124.

Olistico Wealth first reported a position in BMO in Q2 2024 and has held it in 9 quarters since. The position peaked at $124K in Q2 2026. 152 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

Olistico Wealth held 700 shares of Bank of Montreal worth $117K as of Q3 2026.
Olistico Wealth left its Bank of Montreal share count unchanged in Q3 2026.
Bank of Montreal made up 0.05% of Olistico Wealth's portfolio in Q3 2026, its #124 holding.
Olistico Wealth first reported a position in Bank of Montreal in Q2 2024 and has held it in 9 quarters since.
Olistico Wealth's Bank of Montreal position peaked at $124K in Q2 2026.
152 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.