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Sagespring Wealth Partners’s Bank of Montreal BMO Stock Holding History

Sagespring Wealth 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
Q1 		$328K Buy
2,425
+297
+14% +$41.3K 0.01% 624
2025
Q4 		$276K Sell
2,128
-9
-0.4% -$1.14K 0.01% 652
2025
Q3 		$278K Buy
2,137
+173
+9% +$20.5K 0.01% 626
2025
Q2 		$217K Buy
+1,964
New +$198K ﹤0.01% 668

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

Sagespring Wealth Partners's BMO Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Bank of Montreal (BMO) stake by 14% in Q1 2026, buying an estimated $41.3K and bringing the position to 2,425 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #624.

Sagespring Wealth Partners first reported a position in BMO in Q2 2025 and has held it in 4 quarters since. 635 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Sagespring Wealth Partners held 2,425 shares of Bank of Montreal worth $328K as of Q1 2026.
  • Sagespring Wealth Partners bought 297 Bank of Montreal shares in Q1 2026, an estimated $41.3K.
  • Bank of Montreal made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #624 holding.
  • Sagespring Wealth Partners first reported a position in Bank of Montreal in Q2 2025 and has held it in 4 quarters since.
  • 635 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.