Tradewinds Capital Management’s Bank of Montreal BMO Stock Holding History

Tradewinds Capital 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
2026 Q2	$22.1K	Hold	125	–	–	﹤0.01%	308
2026 Q1	$16.9K	Hold	125	–	–	﹤0.01%	332
2025 Q4	$16.2K	Hold	125	–	–	﹤0.01%	330
2025 Q3	$16.3K	Hold	125	–	–	﹤0.01%	319
2025 Q2	$13.8K	Hold	125	–	–	﹤0.01%	314
2025 Q1	$11.9K	Hold	125	–	–	﹤0.01%	342
2024 Q4	$12.1K	Hold	125	–	–	﹤0.01%	353
2024 Q3	$11.3K	Hold	125	–	–	﹤0.01%	342
2024 Q2	$10.5K	Hold	125	–	–	﹤0.01%	331
2024 Q1	$12.2K	Hold	125	–	–	﹤0.01%	293
2023 Q4	$12.4K	Hold	125	–	–	﹤0.01%	230
2023 Q3	$10.5K	Hold	125	–	–	﹤0.01%	230
2023 Q2	$11.3K	Hold	125	–	–	﹤0.01%	226
2023 Q1	$11.1K	Hold	125	–	–	﹤0.01%	232
2022 Q4	$11.3K	Hold	125	–	–	0.01%	209
2022 Q3	$11K	Hold	125	–	–	﹤0.01%	204
2022 Q2	$12K	Hold	125	–	–	﹤0.01%	195
2022 Q1	$15K	Hold	125	–	–	﹤0.01%	409
2021 Q4	$13K	Hold	125	–	–	﹤0.01%	443
2021 Q3	$12K	Hold	125	–	–	﹤0.01%	440
2021 Q2	$13K	Hold	125	–	–	﹤0.01%	432
2021 Q1	$11K	Hold	125	–	–	﹤0.01%	436
2020 Q4	$10K	Hold	125	–	–	﹤0.01%	418
2020 Q3	$7K	Sell	125 -17	-12%	-$984	﹤0.01%	437
2020 Q2	$8K	Sell	142 -15	-10%	-$765	﹤0.01%	416
2020 Q1	$8K	Buy	157 +32	+26%	+$2.17K	﹤0.01%	383
2019 Q4	$10K	Hold	125	–	–	﹤0.01%	412
2019 Q3	$9K	Hold	125	–	–	﹤0.01%	387
2019 Q2	$9K	Hold	125	–	–	﹤0.01%	382
2019 Q1	$9K	Hold	125	–	–	﹤0.01%	388
2018 Q4	$8K	Hold	125	–	–	﹤0.01%	407
2018 Q3	$10K	Hold	125	–	–	﹤0.01%	409
2018 Q2	$10K	Hold	125	–	–	﹤0.01%	412
2018 Q1	$9K	Hold	125	–	–	﹤0.01%	410
2017 Q4	$10K	Sell	125 -240	-66%	-$18.7K	﹤0.01%	422
2017 Q3	$28K	Hold	365	–	–	0.01%	260
2017 Q2	$27K	Sell	365 -300	-45%	-$21.2K	0.01%	257
2017 Q1	$50K	Buy	665 +125	+23%	+$9.44K	0.03%	202
2016 Q4	$39K	Hold	540	–	–	0.03%	226
2016 Q3	$35K	Hold	540	–	–	0.02%	236
2016 Q2	$34K	Hold	540	–	–	0.02%	235
2016 Q1	$33K	Hold	540	–	–	0.02%	267
2015 Q4	$30K	Hold	540	–	–	0.02%	266
2015 Q3	$29K	Hold	540	–	–	0.02%	257
2015 Q2	$32K	Hold	540	–	–	0.02%	273
2015 Q1	$32K	Hold	540	–	–	0.02%	252
2014 Q4	$38K	Hold	540	–	–	0.03%	236
2014 Q3	$40K	Hold	540	–	–	0.03%	228
2014 Q2	$40K	Hold	540	–	–	0.03%	232
2014 Q1	$36K	Hold	540	–	–	0.03%	253
2013 Q4	$36K	Buy	+540	New	+$36.8K	0.03%	249

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

Tradewinds Capital Management's BMO Position: Q2 2026 in Review

Tradewinds Capital Management held its Bank of Montreal (BMO) position steady in Q2 2026 at 125 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Tradewinds Capital Management first reported a position in BMO in Q4 2013 and has held it in 51 quarters since. The position peaked at $50K in Q1 2017. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Tradewinds Capital Management held 125 shares of Bank of Montreal worth $22.1K as of Q2 2026.
Tradewinds Capital Management left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #308 holding.
Tradewinds Capital Management first reported a position in Bank of Montreal in Q4 2013 and has held it in 51 quarters since.
Tradewinds Capital Management's Bank of Montreal position peaked at $50K in Q1 2017.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.