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Richard W. Paul & Associates’s Bank of Montreal BMO Stock Holding History

Richard W. Paul & Associates’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
-80
Closed -$10.8K – 323
2026
Q1 		$10.8K Sell
80
-26
-25% -$3.61K ﹤0.01% 220
2025
Q4 		$13.8K Sell
106
-37
-26% -$4.68K ﹤0.01% 211
2025
Q3 		$18.6K Hold
143
– – 0.01% 204
2025
Q2 		$15.8K Hold
143
– – 0.01% 229
2025
Q1 		$13.7K Buy
143
+4
+3% +$396 0.01% 230
2024
Q4 		$13.5K Buy
+139
New +$13.1K ﹤0.01% 288

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

Richard W. Paul & Associates's BMO Position: Q2 2026 in Review

Richard W. Paul & Associates sold out of Bank of Montreal (BMO) in Q2 2026, closing a stake of 80 shares — an estimated $10.8K sold.

Richard W. Paul & Associates first reported a position in BMO in Q4 2024 and held it in 6 quarters. The position peaked at $18.6K in Q3 2025. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Richard W. Paul & Associates reported no remaining Bank of Montreal position as of Q2 2026 after selling out during the quarter.
  • Richard W. Paul & Associates sold 80 Bank of Montreal shares in Q2 2026, an estimated $10.8K.
  • Richard W. Paul & Associates first reported a position in Bank of Montreal in Q4 2024 and held it in 6 quarters.
  • Richard W. Paul & Associates's Bank of Montreal position peaked at $18.6K in Q3 2025.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.