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 Q2	–	Sell	-1,985	Closed	-$269K	–	1700
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 $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

Stratos Wealth Partners's BMO Position: Q2 2026 in Review

Stratos Wealth Partners sold out of Bank of Montreal (BMO) in Q2 2026, closing a stake of 1,985 shares — an estimated $269K sold.

Stratos Wealth Partners first reported a position in BMO in Q4 2017 and held it in 12 quarters. The position peaked at $2.85M in Q1 2022. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Stratos Wealth Partners reported no remaining Bank of Montreal position as of Q2 2026 after selling out during the quarter.
Stratos Wealth Partners sold 1,985 Bank of Montreal shares in Q2 2026, an estimated $269K.
Stratos Wealth Partners first reported a position in Bank of Montreal in Q4 2017 and held it in 12 quarters.
Stratos Wealth Partners's Bank of Montreal position peaked at $2.85M in Q1 2022.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.