Pinnacle Wealth Planning Services’s Bank of Montreal BMO Stock Holding History

Pinnacle Wealth Planning Services’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 Q3	$15.9K	Sell	95 -12	-11%	-$2.12K	﹤0.01%	1887
2026 Q2	$18.9K	Hold	107	–	–	﹤0.01%	1804
2026 Q1	$14.5K	Hold	107	–	–	﹤0.01%	1852
2025 Q4	$13.9K	Buy	+107	New	+$13.5K	﹤0.01%	1883
2022 Q2	–	Sell	-1,999	Closed	-$236K	–	429
2022 Q1	$236K	Buy	+1,999	New	+$232K	0.04%	331
2021 Q1	–	Sell	-82	Closed	-$6K	–	556
2020 Q4	$6K	Buy	+82	New	+$5.61K	﹤0.01%	1574

Other funds holding BMO

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Pinnacle Wealth Planning Services's BMO Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Bank of Montreal (BMO) stake by 11% in Q3 2026, selling an estimated $2.12K and leaving 95 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1887.

Pinnacle Wealth Planning Services first reported a position in BMO in Q4 2020 and has held it in 6 quarters since. The position peaked at $236K in Q1 2022. 567 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

Pinnacle Wealth Planning Services held 95 shares of Bank of Montreal worth $15.9K as of Q3 2026.
Pinnacle Wealth Planning Services sold 12 Bank of Montreal shares in Q3 2026, an estimated $2.12K.
Bank of Montreal made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1887 holding.
Pinnacle Wealth Planning Services first reported a position in Bank of Montreal in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Bank of Montreal position peaked at $236K in Q1 2022.
567 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.