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 Q2	–	Sell	-2,500	Closed	-$338K	–	237
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 $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Perfromance Wealth Partners's BMO Position: Q2 2026 in Review

Perfromance Wealth Partners sold out of Bank of Montreal (BMO) in Q2 2026, closing a stake of 2,500 shares — an estimated $338K sold.

Perfromance Wealth Partners first reported a position in BMO in Q4 2021 and held it in 8 quarters. The position peaked at $1.63M in Q4 2021. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Perfromance Wealth Partners reported no remaining Bank of Montreal position as of Q2 2026 after selling out during the quarter.
Perfromance Wealth Partners sold 2,500 Bank of Montreal shares in Q2 2026, an estimated $338K.
Perfromance Wealth Partners first reported a position in Bank of Montreal in Q4 2021 and held it in 8 quarters.
Perfromance Wealth Partners's Bank of Montreal position peaked at $1.63M in Q4 2021.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.