Stratos Wealth Partners’s Bank of Montreal BMO Stock Holding History

Stratos Wealth Partners’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	$269K	Sell	1,985 -976	-33%	-$136K	﹤0.01%	1388
2025 Q4	$384K	Buy	2,961 +499	+20%	+$63.2K	﹤0.01%	1158
2025 Q3	$321K	Buy	+2,462	New	+$291K	﹤0.01%	1218
2023 Q1	–	Sell	-3,290	Closed	-$298K	–	1139
2022 Q4	$298K	Sell	3,290 -10,876	-77%	-$1.01M	0.01%	894
2022 Q3	$1.24M	Sell	14,166 -10,881	-43%	-$1.05M	0.03%	422
2022 Q2	$2.41M	Buy	25,047 +856	+4%	+$91K	0.06%	284
2022 Q1	$2.85M	Buy	24,191 +1,096	+5%	+$127K	0.06%	282
2021 Q4	$2.49M	Buy	23,095 +3,875	+20%	+$418K	0.06%	304
2021 Q3	$1.92M	Buy	19,220 +3,923	+26%	+$395K	0.05%	332
2021 Q2	$1.57M	Buy	+15,297	New	+$1.51M	0.04%	413
2018 Q2	–	Sell	-197	Closed	-$15K	–	1147
2018 Q1	$15K	Hold	197	–	–	﹤0.01%	2117
2017 Q4	$16K	Buy	+197	New	+$15.4K	﹤0.01%	1980

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stratos Wealth Partners's BMO Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Bank of Montreal (BMO) stake by 33% in Q1 2026, selling an estimated $136K and leaving 1,985 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

Stratos Wealth Partners first reported a position in BMO in Q4 2017 and has held it in 12 quarters since. The position peaked at $2.85M in Q1 2022. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Stratos Wealth Partners held 1,985 shares of Bank of Montreal worth $269K as of Q1 2026.
Stratos Wealth Partners sold 976 Bank of Montreal shares in Q1 2026, an estimated $136K.
Bank of Montreal made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1388 holding.
Stratos Wealth Partners first reported a position in Bank of Montreal in Q4 2017 and has held it in 12 quarters since.
Stratos Wealth Partners's Bank of Montreal position peaked at $2.85M in Q1 2022.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.