Private Wealth Asset Management’s Bank of Montreal BMO Stock Holding History

Private Wealth Asset Management’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	$2.12K	Hold	12	–	–	﹤0.01%	851
2026 Q1	$1.62K	Hold	12	–	–	﹤0.01%	856
2025 Q4	$1.56K	Hold	12	–	–	﹤0.01%	844
2025 Q3	$1.56K	Hold	12	–	–	﹤0.01%	831
2025 Q2	$1.33K	Hold	12	–	–	﹤0.01%	838
2025 Q1	$1.15K	Buy	+12	New	+$1.19K	﹤0.01%	861

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

Private Wealth Asset Management's BMO Position: Q2 2026 in Review

Private Wealth Asset Management held its Bank of Montreal (BMO) position steady in Q2 2026 at 12 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Private Wealth Asset Management first reported a position in BMO in Q1 2025 and has held it in 6 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Private Wealth Asset Management held 12 shares of Bank of Montreal worth $2.12K as of Q2 2026.
Private Wealth Asset Management left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #851 holding.
Private Wealth Asset Management first reported a position in Bank of Montreal in Q1 2025 and has held it in 6 quarters since.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.