Quest 10 Wealth Builders’s Bank of Montreal BMO Stock Holding History

Quest 10 Wealth Builders’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 Q1	$541	Sell	4 -2	-33%	-$278	﹤0.01%	719
2025 Q4	$779	Sell	6 -2	-25%	-$253	﹤0.01%	654
2025 Q3	$1.04K	Sell	8 -1	-11%	-$118	﹤0.01%	699
2025 Q2	$996	Hold	9	–	–	﹤0.01%	631
2025 Q1	$860	Hold	9	–	–	﹤0.01%	618
2024 Q4	$873	Buy	+9	New	+$851	﹤0.01%	656

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Quest 10 Wealth Builders's BMO Position: Q1 2026 in Review

Quest 10 Wealth Builders reduced its Bank of Montreal (BMO) stake by 33% in Q1 2026, selling an estimated $278 and leaving 4 shares worth $541. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Quest 10 Wealth Builders first reported a position in BMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.04K in Q3 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Quest 10 Wealth Builders held 4 shares of Bank of Montreal worth $541 as of Q1 2026.
Quest 10 Wealth Builders sold 2 Bank of Montreal shares in Q1 2026, an estimated $278.
Bank of Montreal made up ﹤0.01% of Quest 10 Wealth Builders's portfolio in Q1 2026, its #719 holding.
Quest 10 Wealth Builders first reported a position in Bank of Montreal in Q4 2024 and has held it in 6 quarters since.
Quest 10 Wealth Builders's Bank of Montreal position peaked at $1.04K in Q3 2025.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2026, filed 6 May 2026.