Total Clarity Wealth Management’s Bank of Montreal BMO Stock Holding History

Total Clarity Wealth Management’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
2025 Q2	–	Sell	-2,185	Closed	-$212K	–	292
2025 Q1	$212K	Hold	2,185	–	–	0.07%	242
2024 Q4	$212K	Sell	2,185 -92	-4%	-$8.7K	0.07%	242
2024 Q3	$205K	Buy	+2,277	New	+$194K	0.07%	243

Other funds holding BMO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Total Clarity Wealth Management's BMO Position: Q2 2025 in Review

Total Clarity Wealth Management sold out of Bank of Montreal (BMO) in Q2 2025, closing a stake of 2,185 shares — an estimated $212K sold.

Total Clarity Wealth Management first reported a position in BMO in Q3 2024 and held it in 3 quarters. The position peaked at $212K in Q1 2025. 566 funds tracked by Wall St. Rank hold BMO as of Q2 2025.

Total Clarity Wealth Management reported no remaining Bank of Montreal position as of Q2 2025 after selling out during the quarter.
Total Clarity Wealth Management sold 2,185 Bank of Montreal shares in Q2 2025, an estimated $212K.
Total Clarity Wealth Management first reported a position in Bank of Montreal in Q3 2024 and held it in 3 quarters.
Total Clarity Wealth Management's Bank of Montreal position peaked at $212K in Q1 2025.
566 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2025.

Based on Total Clarity Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.