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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
Q2 		$389K Sell
2,201
-224
-9% -$35.2K 0.01% 592
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 $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

Sagespring Wealth Partners's BMO Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Bank of Montreal (BMO) stake by 9.2% in Q2 2026, selling an estimated $35.2K and leaving 2,201 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #592.

Sagespring Wealth Partners first reported a position in BMO in Q2 2025 and has held it in 5 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Sagespring Wealth Partners held 2,201 shares of Bank of Montreal worth $389K as of Q2 2026.
  • Sagespring Wealth Partners sold 224 Bank of Montreal shares in Q2 2026, an estimated $35.2K.
  • Bank of Montreal made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #592 holding.
  • Sagespring Wealth Partners first reported a position in Bank of Montreal in Q2 2025 and has held it in 5 quarters since.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.