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Ritholtz Wealth Management’s Bank of Montreal BMO Stock Holding History

Ritholtz Wealth Management’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 		$3.43M Buy
19,427
+1,332
+7% +$209K 0.05% 271
2026
Q1 		$2.45M Buy
18,095
+2,542
+16% +$353K 0.04% 325
2025
Q4 		$2.02M Buy
15,553
+4,704
+43% +$596K 0.04% 346
2025
Q3 		$1.41M Sell
10,849
-11
-0.1% -$1.3K 0.03% 419
2025
Q2 		$1.2M Sell
10,860
-1,263
-10% -$127K 0.03% 414
2025
Q1 		$1.16M Sell
12,123
-2,349
-16% -$232K 0.03% 368
2024
Q4 		$1.4M Buy
14,472
+2,797
+24% +$264K 0.04% 292
2024
Q3 		$1.05M Sell
11,675
-367
-3% -$31.3K 0.03% 361
2024
Q2 		$1.01M Sell
12,042
-72
-0.6% -$6.54K 0.03% 349
2024
Q1 		$1.18M Buy
12,114
+3,684
+44% +$348K 0.04% 315
2023
Q4 		$834K Sell
8,430
-526
-6% -$43.9K 0.03% 366
2023
Q3 		$756K Sell
8,956
-3,528
-28% -$310K 0.03% 352
2023
Q2 		$1.13M Buy
12,484
+1,691
+16% +$149K 0.05% 246
2023
Q1 		$962K Sell
10,793
-13,339
-55% -$1.27M 0.05% 269
2022
Q4 		$2.19M Buy
24,132
+11,377
+89% +$1.05M 0.12% 117
2022
Q3 		$1.12M Buy
12,755
+2,993
+31% +$289K 0.06% 220
2022
Q2 		$939K Buy
9,762
+608
+7% +$64.6K 0.06% 194
2022
Q1 		$1.08M Buy
9,154
+5,402
+144% +$626K 0.07% 165
2021
Q4 		$404K Buy
3,752
+1,721
+85% +$185K 0.03% 344
2021
Q3 		$203K Buy
+2,031
New +$204K 0.01% 465

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

Ritholtz Wealth Management's BMO Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Bank of Montreal (BMO) stake by 7.4% in Q2 2026, buying an estimated $209K and bringing the position to 19,427 shares worth $3.43M. The position accounts for 0.05% of the portfolio, ranked #271.

Ritholtz Wealth Management first reported a position in BMO in Q3 2021 and has held it in 20 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Ritholtz Wealth Management held 19,427 shares of Bank of Montreal worth $3.43M as of Q2 2026.
  • Ritholtz Wealth Management bought 1,332 Bank of Montreal shares in Q2 2026, an estimated $209K.
  • Bank of Montreal made up 0.05% of Ritholtz Wealth Management's portfolio in Q2 2026, its #271 holding.
  • Ritholtz Wealth Management first reported a position in Bank of Montreal in Q3 2021 and has held it in 20 quarters since.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.