Strategic Investment Solutions’s Bank of Montreal BMO Stock Holding History

Strategic Investment Solutions’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	–	Sell	-400	Closed	-$54.1K	–	686
2026 Q1	$54.1K	Hold	400	–	–	0.01%	250
2025 Q4	$51.9K	Hold	400	–	–	0.01%	244
2025 Q3	$52.1K	Hold	400	–	–	0.01%	213
2025 Q2	$44.3K	Hold	400	–	–	0.01%	223
2025 Q1	$38.2K	Hold	400	–	–	0.01%	224
2024 Q4	$39.6K	Hold	400	–	–	0.01%	233
2024 Q3	$36.1K	Hold	400	–	–	0.01%	220
2024 Q2	$33.7K	Buy	+400	New	+$36.3K	0.01%	213
2023 Q4	$39.6K	Buy	+400	New	+$33.4K	0.01%	523
2023 Q2	–	Sell	-400	Closed	-$35.6K	–	879
2023 Q1	$35.6K	Buy	+400	New	+$38K	0.01%	428

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Strategic Investment Solutions's BMO Position: Q2 2026 in Review

Strategic Investment Solutions sold out of Bank of Montreal (BMO) in Q2 2026, closing a stake of 400 shares — an estimated $54.1K sold.

Strategic Investment Solutions first reported a position in BMO in Q1 2023 and held it in 10 quarters. The position peaked at $54.1K in Q1 2026. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Strategic Investment Solutions reported no remaining Bank of Montreal position as of Q2 2026 after selling out during the quarter.
Strategic Investment Solutions sold 400 Bank of Montreal shares in Q2 2026, an estimated $54.1K.
Strategic Investment Solutions first reported a position in Bank of Montreal in Q1 2023 and held it in 10 quarters.
Strategic Investment Solutions's Bank of Montreal position peaked at $54.1K in Q1 2026.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.