TL
BMO icon

Tradewinds LLC’s Bank of Montreal BMO Stock Holding History

Tradewinds LLC’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 		$258K Buy
+166
New +$26.1K 0.06% 188
2023
Q1 		– Sell
-14,625
Closed -$484K – 131
2022
Q4 		$484K Buy
+14,625
New +$1.35M 0.31% 60

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Tradewinds LLC's BMO Position: Q2 2026 in Review

Tradewinds LLC opened a new position in Bank of Montreal (BMO) in Q2 2026: 166 shares worth $258K. The stake represents 0.06% of the portfolio and ranks #188 among its holdings. This is a return to the name: Tradewinds LLC previously reported a position in BMO as recently as Q4 2022.

Tradewinds LLC first reported a position in BMO in Q4 2022 and has held it in 2 quarters since. The position peaked at $484K in Q4 2022. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Tradewinds LLC held 166 shares of Bank of Montreal worth $258K as of Q2 2026.
  • Bank of Montreal was a new Tradewinds LLC position in Q2 2026.
  • Bank of Montreal made up 0.06% of Tradewinds LLC's portfolio in Q2 2026, its #188 holding.
  • Tradewinds LLC first reported a position in Bank of Montreal in Q4 2022 and has held it in 2 quarters since.
  • Tradewinds LLC's Bank of Montreal position peaked at $484K in Q4 2022.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Tradewinds LLC's 13F filing for Q2 2026, filed 14 Aug 2026.