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

Silverlake 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
Q2 		$685K Sell
3,875
-145
-4% -$22.8K 0.13% 198
2026
Q1 		$544K Buy
4,020
+6
+0.1% +$834 0.11% 200
2025
Q4 		$521K Buy
4,014
+6
+0.1% +$760 0.12% 192
2025
Q3 		$522K Buy
4,008
+7
+0.2% +$829 0.13% 177
2025
Q2 		$443K Sell
4,001
-446
-10% -$44.9K 0.13% 184
2025
Q1 		$425K Buy
4,447
+4
+0.1% +$396 0.16% 152
2024
Q4 		$431K Buy
4,443
+5
+0.1% +$473 0.17% 149
2024
Q3 		$400K Buy
4,438
+6
+0.1% +$512 0.15% 165
2024
Q2 		$372K Buy
4,432
+5
+0.1% +$454 0.15% 168
2024
Q1 		$432K Sell
4,427
-595
-12% -$56.2K 0.22% 122
2023
Q4 		$497K Buy
5,022
+580
+13% +$48.4K 0.27% 94
2023
Q3 		$375K Buy
4,442
+5
+0.1% +$439 0.21% 133
2023
Q2 		$401K Buy
4,437
+205
+5% +$18.1K 0.22% 114
2023
Q1 		$377K Buy
4,232
+527
+14% +$50K 0.23% 119
2022
Q4 		$336K Hold
3,705
– – 0.21% 127
2022
Q3 		$325K Buy
3,705
+158
+4% +$15.3K 0.22% 120
2022
Q2 		$341K Buy
3,547
+2
+0.1% +$213 0.22% 116
2022
Q1 		$418K Buy
3,545
+28
+0.8% +$3.25K 0.24% 115
2021
Q4 		$379K Buy
+3,517
New +$379K 0.2% 121

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

Silverlake Wealth Management's BMO Position: Q2 2026 in Review

Silverlake Wealth Management reduced its Bank of Montreal (BMO) stake by 3.6% in Q2 2026, selling an estimated $22.8K and leaving 3,875 shares worth $685K. The position accounts for 0.13% of the portfolio, ranked #198.

Silverlake Wealth Management first reported a position in BMO in Q4 2021 and has held it in 19 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Silverlake Wealth Management held 3,875 shares of Bank of Montreal worth $685K as of Q2 2026.
  • Silverlake Wealth Management sold 145 Bank of Montreal shares in Q2 2026, an estimated $22.8K.
  • Bank of Montreal made up 0.13% of Silverlake Wealth Management's portfolio in Q2 2026, its #198 holding.
  • Silverlake Wealth Management first reported a position in Bank of Montreal in Q4 2021 and has held it in 19 quarters since.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.