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SkyOak Wealth’s Bank of Montreal BMO Stock Holding History

SkyOak Wealth’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 		$230K Hold
1,700
– – 0.04% 225
2025
Q4 		$221K Hold
1,700
– – 0.04% 228
2025
Q3 		$221K Buy
+1,700
New +$201K 0.04% 227
2020
Q3 		– Sell
-40,574
Closed -$2.15M – 209
2020
Q2 		$2.15M Buy
40,574
+850
+2% +$43.3K 0.79% 33
2020
Q1 		$2M Sell
39,724
-3,421
-8% -$232K 1.02% 26
2019
Q4 		$3.34M Buy
+43,145
New +$3.25M 1.04% 23

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

SkyOak Wealth's BMO Position: Q1 2026 in Review

SkyOak Wealth held its Bank of Montreal (BMO) position steady in Q1 2026 at 1,700 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #225.

SkyOak Wealth first reported a position in BMO in Q4 2019 and has held it in 6 quarters since. The position peaked at $3.34M in Q4 2019. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • SkyOak Wealth held 1,700 shares of Bank of Montreal worth $230K as of Q1 2026.
  • SkyOak Wealth left its Bank of Montreal share count unchanged in Q1 2026.
  • Bank of Montreal made up 0.04% of SkyOak Wealth's portfolio in Q1 2026, its #225 holding.
  • SkyOak Wealth first reported a position in Bank of Montreal in Q4 2019 and has held it in 6 quarters since.
  • SkyOak Wealth's Bank of Montreal position peaked at $3.34M in Q4 2019.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.