Perfromance Wealth Partners’s Bank of Montreal BMO Stock Holding History

Perfromance Wealth Partners’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	$338K	Hold	2,500	–	–	0.01%	154
2025 Q4	$324K	Hold	2,500	–	–	0.01%	161
2025 Q3	$326K	Hold	2,500	–	–	0.01%	160
2025 Q2	$277K	Hold	2,500	–	–	0.01%	154
2025 Q1	$239K	Hold	2,500	–	–	0.01%	150
2024 Q4	$243K	Hold	2,500	–	–	0.01%	155
2024 Q3	$226K	Buy	+2,500	New	+$213K	0.01%	176
2022 Q1	–	Sell	-15,100	Closed	-$1.63M	–	179
2021 Q4	$1.63M	Buy	+15,100	New	+$1.63M	0.07%	62

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Perfromance Wealth Partners's BMO Position: Q1 2026 in Review

Perfromance Wealth Partners held its Bank of Montreal (BMO) position steady in Q1 2026 at 2,500 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #154.

Perfromance Wealth Partners first reported a position in BMO in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.63M in Q4 2021. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Perfromance Wealth Partners held 2,500 shares of Bank of Montreal worth $338K as of Q1 2026.
Perfromance Wealth Partners left its Bank of Montreal share count unchanged in Q1 2026.
Bank of Montreal made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #154 holding.
Perfromance Wealth Partners first reported a position in Bank of Montreal in Q4 2021 and has held it in 8 quarters since.
Perfromance Wealth Partners's Bank of Montreal position peaked at $1.63M in Q4 2021.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.