Prospera Financial Services’s Bank of Montreal BMO Stock Holding History

Prospera Financial 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	$560K	Sell	3,168 -270	-8%	-$42.4K	0.01%	990
2026 Q1	$465K	Hold	3,438	–	–	0.01%	1015
2025 Q4	$446K	Buy	3,438 +35	+1%	+$4.43K	0.01%	966
2025 Q3	$443K	Buy	3,403 +20	+0.6%	+$2.37K	0.01%	984
2025 Q2	$374K	Buy	3,383 +348	+11%	+$35.1K	0.01%	1022
2025 Q1	$290K	Hold	3,035	–	–	0.01%	1003
2024 Q4	$295K	Sell	3,035 -118	-4%	-$11.2K	0.01%	939
2024 Q3	$284K	Buy	3,153 +1	+0%	+$85	0.01%	942
2024 Q2	$264K	Buy	3,152 +94	+3%	+$8.54K	0.01%	966
2024 Q1	$299K	Buy	3,058 +6	+0.2%	+$566	0.01%	903
2023 Q4	$302K	Sell	3,052 -87	-3%	-$7.26K	0.01%	844
2023 Q3	$265K	Buy	+3,139	New	+$276K	0.01%	847
2022 Q2	–	Sell	-8,175	Closed	-$964K	–	1724
2022 Q1	$964K	Buy	+8,175	New	+$948K	0.04%	435

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

Prospera Financial Services's BMO Position: Q2 2026 in Review

Prospera Financial Services reduced its Bank of Montreal (BMO) stake by 7.9% in Q2 2026, selling an estimated $42.4K and leaving 3,168 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #990.

Prospera Financial Services first reported a position in BMO in Q1 2022 and has held it in 13 quarters since. The position peaked at $964K in Q1 2022. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Prospera Financial Services held 3,168 shares of Bank of Montreal worth $560K as of Q2 2026.
Prospera Financial Services sold 270 Bank of Montreal shares in Q2 2026, an estimated $42.4K.
Bank of Montreal made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #990 holding.
Prospera Financial Services first reported a position in Bank of Montreal in Q1 2022 and has held it in 13 quarters since.
Prospera Financial Services's Bank of Montreal position peaked at $964K in Q1 2022.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.