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Tradition Wealth Management’s Bank of Montreal BMO Stock Holding History

Tradition 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
2026
Q2 		$889K Sell
5,031
-455
-8% -$71.5K 0.05% 227
2026
Q1 		$742K Buy
5,486
+12
+0.2% +$1.67K 0.05% 230
2025
Q4 		$710K Sell
5,474
-5
-0.1% -$633 0.05% 235
2025
Q3 		$714K Buy
5,479
+400
+8% +$47.4K 0.05% 231
2025
Q2 		$562K Buy
5,079
+215
+4% +$21.7K 0.04% 249
2025
Q1 		$465K Hold
4,864
– – 0.04% 263
2024
Q4 		$472K Sell
4,864
-85
-2% -$8.03K 0.04% 256
2024
Q3 		$446K Hold
4,949
– – 0.04% 261
2024
Q2 		$415K Buy
4,949
+1,985
+67% +$180K 0.04% 262
2024
Q1 		$290K Buy
2,964
+11
+0.4% +$1.04K 0.03% 305
2023
Q4 		$292K Sell
2,953
-1,420
-32% -$119K 0.03% 277
2023
Q3 		$369K Sell
4,373
-177
-4% -$15.6K 0.04% 220
2023
Q2 		$411K Sell
4,550
-962
-17% -$85K 0.05% 204
2023
Q1 		$491K Sell
5,512
-751
-12% -$71.3K 0.06% 173
2022
Q4 		$567K Sell
6,263
-150
-2% -$13.9K 0.08% 147
2022
Q3 		$562K Buy
6,413
+70
+1% +$6.77K 0.08% 145
2022
Q2 		$610K Buy
6,343
+216
+4% +$23K 0.09% 145
2022
Q1 		$723K Buy
6,127
+904
+17% +$105K 0.09% 150
2021
Q4 		$563K Buy
5,223
+1,537
+42% +$166K 0.07% 174
2021
Q3 		$368K Buy
+3,686
New +$371K 0.05% 201

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

Tradition Wealth Management's BMO Position: Q2 2026 in Review

Tradition Wealth Management reduced its Bank of Montreal (BMO) stake by 8.3% in Q2 2026, selling an estimated $71.5K and leaving 5,031 shares worth $889K. The position accounts for 0.05% of the portfolio, ranked #227.

Tradition Wealth Management first reported a position in BMO in Q3 2021 and has held it in 20 quarters since. 658 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Tradition Wealth Management held 5,031 shares of Bank of Montreal worth $889K as of Q2 2026.
  • Tradition Wealth Management sold 455 Bank of Montreal shares in Q2 2026, an estimated $71.5K.
  • Bank of Montreal made up 0.05% of Tradition Wealth Management's portfolio in Q2 2026, its #227 holding.
  • Tradition Wealth Management first reported a position in Bank of Montreal in Q3 2021 and has held it in 20 quarters since.
  • 658 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

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