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Root Financial Partners’s Bank of Montreal BMO Stock Holding History

Root Financial Partners’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
-29
Closed -$3.92K – 778
2026
Q1 		$3.92K Buy
29
+22
+314% +$3.06K ﹤0.01% 2045
2025
Q4 		$909 Buy
7
+6
+600% +$760 ﹤0.01% 2121
2025
Q3 		$130 Buy
+1
New +$118 ﹤0.01% 2230

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

Root Financial Partners's BMO Position: Q2 2026 in Review

Root Financial Partners sold out of Bank of Montreal (BMO) in Q2 2026, closing a stake of 29 shares — an estimated $3.92K sold.

Root Financial Partners first reported a position in BMO in Q3 2025 and held it in 3 quarters. The position peaked at $3.92K in Q1 2026. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Root Financial Partners reported no remaining Bank of Montreal position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 29 Bank of Montreal shares in Q2 2026, an estimated $3.92K.
  • Root Financial Partners first reported a position in Bank of Montreal in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Bank of Montreal position peaked at $3.92K in Q1 2026.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.