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

RMG 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
Q1 		$306 Hold
2
– – ﹤0.01% 570
2025
Q4 		$274 Buy
+2
New +$253 ﹤0.01% 394

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RMG Wealth Management's BMO Position: Q1 2026 in Review

RMG Wealth Management held its Bank of Montreal (BMO) position steady in Q1 2026 at 2 shares worth $306. The position accounts for ﹤0.01% of the portfolio, ranked #570.

RMG Wealth Management first reported a position in BMO in Q4 2025 and has held it in 2 quarters since. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • RMG Wealth Management held 2 shares of Bank of Montreal worth $306 as of Q1 2026.
  • RMG Wealth Management left its Bank of Montreal share count unchanged in Q1 2026.
  • Bank of Montreal made up ﹤0.01% of RMG Wealth Management's portfolio in Q1 2026, its #570 holding.
  • RMG Wealth Management first reported a position in Bank of Montreal in Q4 2025 and has held it in 2 quarters since.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.