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 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

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

Pinnacle Wealth Planning Services's BMO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Bank of Montreal (BMO) position steady in Q2 2026 at 107 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

Pinnacle Wealth Planning Services first reported a position in BMO in Q4 2020 and has held it in 5 quarters since. The position peaked at $236K in Q1 2022. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Pinnacle Wealth Planning Services held 107 shares of Bank of Montreal worth $18.9K as of Q2 2026.
Pinnacle Wealth Planning Services left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1804 holding.
Pinnacle Wealth Planning Services first reported a position in Bank of Montreal in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Bank of Montreal position peaked at $236K in Q1 2022.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.