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 Q2	–	Sell	-4	Closed	-$541	–	781
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 $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

Quest 10 Wealth Builders's BMO Position: Q2 2026 in Review

Quest 10 Wealth Builders sold out of Bank of Montreal (BMO) in Q2 2026, closing a stake of 4 shares — an estimated $541 sold.

Quest 10 Wealth Builders first reported a position in BMO in Q4 2024 and held it in 6 quarters. The position peaked at $1.04K in Q3 2025. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Quest 10 Wealth Builders reported no remaining Bank of Montreal position as of Q2 2026 after selling out during the quarter.
Quest 10 Wealth Builders sold 4 Bank of Montreal shares in Q2 2026, an estimated $541.
Quest 10 Wealth Builders first reported a position in Bank of Montreal in Q4 2024 and held it in 6 quarters.
Quest 10 Wealth Builders's Bank of Montreal position peaked at $1.04K in Q3 2025.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.