Riverpoint Wealth Management Holdings’s Bank of Montreal BMO Stock Holding History

Riverpoint Wealth Management Holdings’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	$367K	Hold	2,075	–	–	0.07%	49
2026 Q1	$281K	Hold	2,075	–	–	0.06%	56
2025 Q4	$269K	Hold	2,075	–	–	0.06%	57
2025 Q3	$270K	Hold	2,075	–	–	0.06%	54
2025 Q2	$230K	Buy	+2,075	New	+$209K	0.05%	54
2025 Q1	–	Sell	-2,075	Closed	-$201K	–	55
2024 Q4	$201K	Buy	+2,075	New	+$196K	0.05%	52
2024 Q2	–	Sell	-2,075	Closed	-$203K	–	52
2024 Q1	$203K	Hold	2,075	–	–	0.06%	52
2023 Q4	$205K	Buy	+2,075	New	+$173K	0.06%	53

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

Riverpoint Wealth Management Holdings's BMO Position: Q2 2026 in Review

Riverpoint Wealth Management Holdings held its Bank of Montreal (BMO) position steady in Q2 2026 at 2,075 shares worth $367K. The position accounts for 0.07% of the portfolio, ranked #49.

Riverpoint Wealth Management Holdings first reported a position in BMO in Q4 2023 and has held it in 8 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Riverpoint Wealth Management Holdings held 2,075 shares of Bank of Montreal worth $367K as of Q2 2026.
Riverpoint Wealth Management Holdings left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up 0.07% of Riverpoint Wealth Management Holdings's portfolio in Q2 2026, its #49 holding.
Riverpoint Wealth Management Holdings first reported a position in Bank of Montreal in Q4 2023 and has held it in 8 quarters since.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2026, filed 27 Jul 2026.