TD Private Client Wealth’s Bank of Montreal BMO Stock Holding History

TD Private Client 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	$1.77M	Sell	13,077 -5,187	-28%	-$721K	0.04%	269
2025 Q4	$2.37M	Sell	18,264 -7,975	-30%	-$1.01M	0.05%	227
2025 Q3	$3.42M	Buy	26,239 +2,253	+9%	+$267K	0.08%	180
2025 Q2	$2.65M	Buy	23,986 +169	+0.7%	+$17K	0.07%	202
2025 Q1	$2.27M	Buy	23,817 +1,035	+5%	+$102K	0.06%	203
2024 Q4	$2.21M	Buy	+22,782	New	+$2.15M	0.06%	215

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

TD Private Client Wealth's BMO Position: Q1 2026 in Review

TD Private Client Wealth reduced its Bank of Montreal (BMO) stake by 28% in Q1 2026, selling an estimated $721K and leaving 13,077 shares worth $1.77M. The position accounts for 0.04% of the portfolio, ranked #269.

TD Private Client Wealth first reported a position in BMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.42M in Q3 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

TD Private Client Wealth held 13,077 shares of Bank of Montreal worth $1.77M as of Q1 2026.
TD Private Client Wealth sold 5,187 Bank of Montreal shares in Q1 2026, an estimated $721K.
Bank of Montreal made up 0.04% of TD Private Client Wealth's portfolio in Q1 2026, its #269 holding.
TD Private Client Wealth first reported a position in Bank of Montreal in Q4 2024 and has held it in 6 quarters since.
TD Private Client Wealth's Bank of Montreal position peaked at $3.42M in Q3 2025.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.