Retirement Wealth Solutions’s Bank of Montreal BMO Stock Holding History

Retirement Wealth Solutions’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	$86.1K	Sell	487 -22	-4%	-$3.46K	0.05%	83
2026 Q1	$68.9K	Sell	509 -577	-53%	-$80.2K	0.04%	82
2025 Q4	$141K	Hold	1,086	–	–	0.09%	58
2025 Q3	$141K	Hold	1,086	–	–	0.09%	57
2025 Q2	$120K	Hold	1,086	–	–	0.09%	55
2025 Q1	$104K	Hold	1,086	–	–	0.08%	52
2024 Q4	$106K	Buy	+1,086	New	+$103K	0.09%	56

Other funds holding BMO

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return