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Sequoia Financial Advisors’s Bank of Montreal BMO Stock Holding History

Sequoia Financial Advisors’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 		$1.14M Buy
6,436
+52
+0.8% +$8.17K 0.01% 888
2026
Q1 		$864K Buy
6,384
+461
+8% +$64.1K ﹤0.01% 963
2025
Q4 		$769K Buy
5,923
+253
+4% +$32K ﹤0.01% 1030
2025
Q3 		$739K Buy
5,670
+1,398
+33% +$166K ﹤0.01% 942
2025
Q2 		$473K Buy
4,272
+475
+13% +$47.9K ﹤0.01% 1024
2025
Q1 		$363K Buy
3,797
+196
+5% +$19.4K ﹤0.01% 987
2024
Q4 		$349K Buy
3,601
+337
+10% +$31.9K ﹤0.01% 955
2024
Q3 		$294K Sell
3,264
-316
-9% -$27K ﹤0.01% 978
2024
Q2 		$300K Buy
3,580
+151
+4% +$13.7K ﹤0.01% 892
2024
Q1 		$335K Buy
3,429
+327
+11% +$30.9K ﹤0.01% 816
2023
Q4 		$307K Sell
3,102
-1,030
-25% -$86K ﹤0.01% 921
2023
Q3 		$349K Buy
4,132
+1,305
+46% +$115K 0.01% 630
2023
Q2 		$255K Sell
2,827
-725
-20% -$64.1K ﹤0.01% 755
2023
Q1 		$317K Buy
3,552
+364
+11% +$34.5K 0.01% 604
2022
Q4 		$289K Buy
+3,188
New +$295K 0.01% 599
2022
Q3 		– Sell
-2,286
Closed -$220K – 536
2022
Q2 		$220K Buy
2,286
+378
+20% +$40.2K 0.01% 521
2022
Q1 		$225K Buy
+1,908
New +$221K 0.01% 589

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

Sequoia Financial Advisors's BMO Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Bank of Montreal (BMO) stake by 0.81% in Q2 2026, buying an estimated $8.17K and bringing the position to 6,436 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #888.

Sequoia Financial Advisors first reported a position in BMO in Q1 2022 and has held it in 17 quarters since. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Sequoia Financial Advisors held 6,436 shares of Bank of Montreal worth $1.14M as of Q2 2026.
  • Sequoia Financial Advisors bought 52 Bank of Montreal shares in Q2 2026, an estimated $8.17K.
  • Bank of Montreal made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #888 holding.
  • Sequoia Financial Advisors first reported a position in Bank of Montreal in Q1 2022 and has held it in 17 quarters since.
  • 659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.