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OneAscent Family Office’s Bank of Montreal BMO Stock Holding History

OneAscent Family Office’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
Q1 		$219K Sell
1,615
-57
-3% -$7.92K 0.15% 166
2025
Q4 		$217K Buy
+1,672
New +$212K 0.15% 163

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

OneAscent Family Office's BMO Position: Q1 2026 in Review

OneAscent Family Office reduced its Bank of Montreal (BMO) stake by 3.4% in Q1 2026, selling an estimated $7.92K and leaving 1,615 shares worth $219K. The position accounts for 0.15% of the portfolio, ranked #166.

OneAscent Family Office first reported a position in BMO in Q4 2025 and has held it in 2 quarters since. 636 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • OneAscent Family Office held 1,615 shares of Bank of Montreal worth $219K as of Q1 2026.
  • OneAscent Family Office sold 57 Bank of Montreal shares in Q1 2026, an estimated $7.92K.
  • Bank of Montreal made up 0.15% of OneAscent Family Office's portfolio in Q1 2026, its #166 holding.
  • OneAscent Family Office first reported a position in Bank of Montreal in Q4 2025 and has held it in 2 quarters since.
  • 636 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.