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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CCMIC

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

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 47.26% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 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. 247 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.
247 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.