True Wealth Design
BMO icon

True Wealth Design’s Bank of Montreal BMO Stock Holding History

True Wealth Design’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
Q3 		$52.5K Buy
314
+17
+6% +$3K 0.01% 489
2026
Q2 		$52.5K Hold
297
– – 0.01% 470
2026
Q1 		$40.2K Buy
297
+82
+38% +$11.4K 0.01% 467
2025
Q4 		$27.9K Hold
215
– – 0.01% 502
2025
Q3 		$28K Buy
+215
New +$25.5K 0.01% 486

Other funds holding BMO

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

True Wealth Design's BMO Position: Q3 2026 in Review

True Wealth Design increased its Bank of Montreal (BMO) stake by 5.7% in Q3 2026, buying an estimated $3K and bringing the position to 314 shares worth $52.5K. The position accounts for 0.01% of the portfolio, ranked #489.

True Wealth Design first reported a position in BMO in Q3 2025 and has held it in 5 quarters since. 402 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

  • True Wealth Design held 314 shares of Bank of Montreal worth $52.5K as of Q3 2026.
  • True Wealth Design bought 17 Bank of Montreal shares in Q3 2026, an estimated $3K.
  • Bank of Montreal made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #489 holding.
  • True Wealth Design first reported a position in Bank of Montreal in Q3 2025 and has held it in 5 quarters since.
  • 402 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.