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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
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

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

True Wealth Design's BMO Position: Q2 2026 in Review

True Wealth Design held its Bank of Montreal (BMO) position steady in Q2 2026 at 297 shares worth $52.5K. The position accounts for 0.01% of the portfolio, ranked #470.

True Wealth Design first reported a position in BMO in Q3 2025 and has held it in 4 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • True Wealth Design held 297 shares of Bank of Montreal worth $52.5K as of Q2 2026.
  • True Wealth Design left its Bank of Montreal share count unchanged in Q2 2026.
  • Bank of Montreal made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #470 holding.
  • True Wealth Design first reported a position in Bank of Montreal in Q3 2025 and has held it in 4 quarters since.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.