RWS
BMO icon

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

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Retirement Wealth Solutions's BMO Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Bank of Montreal (BMO) stake by 4.3% in Q2 2026, selling an estimated $3.46K and leaving 487 shares worth $86.1K. The position accounts for 0.05% of the portfolio, ranked #83.

Retirement Wealth Solutions first reported a position in BMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $141K in Q3 2025. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Retirement Wealth Solutions held 487 shares of Bank of Montreal worth $86.1K as of Q2 2026.
  • Retirement Wealth Solutions sold 22 Bank of Montreal shares in Q2 2026, an estimated $3.46K.
  • Bank of Montreal made up 0.05% of Retirement Wealth Solutions's portfolio in Q2 2026, its #83 holding.
  • Retirement Wealth Solutions first reported a position in Bank of Montreal in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Bank of Montreal position peaked at $141K in Q3 2025.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.