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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
Q2 		$359K Buy
2,029
+414
+26% +$65.1K 0.18% 116
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 $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

OneAscent Family Office's BMO Position: Q2 2026 in Review

OneAscent Family Office increased its Bank of Montreal (BMO) stake by 26% in Q2 2026, buying an estimated $65.1K and bringing the position to 2,029 shares worth $359K. The position accounts for 0.18% of the portfolio, ranked #116.

OneAscent Family Office first reported a position in BMO in Q4 2025 and has held it in 3 quarters since. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • OneAscent Family Office held 2,029 shares of Bank of Montreal worth $359K as of Q2 2026.
  • OneAscent Family Office bought 414 Bank of Montreal shares in Q2 2026, an estimated $65.1K.
  • Bank of Montreal made up 0.18% of OneAscent Family Office's portfolio in Q2 2026, its #116 holding.
  • OneAscent Family Office first reported a position in Bank of Montreal in Q4 2025 and has held it in 3 quarters since.
  • 659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.