SlateStone Wealth’s Bank of Montreal BMO Stock Holding History

SlateStone 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 Q2	$208K	Buy	+1,177	New	+$185K	0.02%	283
2026 Q1	–	Sell	-1,677	Closed	-$218K	–	294
2025 Q4	$218K	Hold	1,677	–	–	0.02%	282
2025 Q3	$218K	Buy	+1,677	New	+$199K	0.02%	275
2024 Q4	–	Sell	-4,277	Closed	-$386K	–	293
2024 Q3	$386K	Hold	4,277	–	–	0.03%	225
2024 Q2	$359K	Buy	4,277 +677	+19%	+$61.5K	0.04%	227
2024 Q1	$352K	Buy	+3,600	New	+$340K	0.04%	224

Other funds holding BMO

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

RAM

Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

TPM

Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return

SlateStone Wealth's BMO Position: Q2 2026 in Review

SlateStone Wealth opened a new position in Bank of Montreal (BMO) in Q2 2026: 1,177 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #283 among its holdings. This is a return to the name: SlateStone Wealth previously reported a position in BMO as recently as Q4 2025.

SlateStone Wealth first reported a position in BMO in Q1 2024 and has held it in 6 quarters since. The position peaked at $386K in Q3 2024. 163 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

SlateStone Wealth held 1,177 shares of Bank of Montreal worth $208K as of Q2 2026.
Bank of Montreal was a new SlateStone Wealth position in Q2 2026.
Bank of Montreal made up 0.02% of SlateStone Wealth's portfolio in Q2 2026, its #283 holding.
SlateStone Wealth first reported a position in Bank of Montreal in Q1 2024 and has held it in 6 quarters since.
SlateStone Wealth's Bank of Montreal position peaked at $386K in Q3 2024.
163 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.