Physician Wealth Advisors’s Bank of Montreal BMO Stock Holding History

Physician Wealth Advisors’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	$11.7K	Buy	66 +6	+10%	+$943	﹤0.01%	825
2026 Q1	$8.12K	Hold	60	–	–	﹤0.01%	860
2025 Q4	$7.79K	Buy	60 +4	+7%	+$507	﹤0.01%	846
2025 Q3	$7.29K	Hold	56	–	–	﹤0.01%	829
2025 Q2	$6.2K	Hold	56	–	–	﹤0.01%	752
2025 Q1	$5.35K	Hold	56	–	–	﹤0.01%	721
2024 Q4	$5.43K	Buy	+56	New	+$5.29K	﹤0.01%	721

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

Physician Wealth Advisors's BMO Position: Q2 2026 in Review

Physician Wealth Advisors increased its Bank of Montreal (BMO) stake by 10% in Q2 2026, buying an estimated $943 and bringing the position to 66 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Physician Wealth Advisors first reported a position in BMO in Q4 2024 and has held it in 7 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Physician Wealth Advisors held 66 shares of Bank of Montreal worth $11.7K as of Q2 2026.
Physician Wealth Advisors bought 6 Bank of Montreal shares in Q2 2026, an estimated $943.
Bank of Montreal made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #825 holding.
Physician Wealth Advisors first reported a position in Bank of Montreal in Q4 2024 and has held it in 7 quarters since.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.