Watershed Private Wealth’s Bank of Montreal BMO Stock Holding History

Watershed Private Wealth’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	$707K	Hold	4,000	–	–	0.2%	65
2026 Q1	$541K	Hold	4,000	–	–	0.17%	77
2025 Q4	$519K	Hold	4,000	–	–	0.16%	78
2025 Q3	$521K	Hold	4,000	–	–	0.16%	74
2025 Q2	$443K	Hold	4,000	–	–	0.16%	74
2025 Q1	$382K	Hold	4,000	–	–	0.15%	77
2024 Q4	$388K	Hold	4,000	–	–	0.15%	80
2024 Q3	$361K	Hold	4,000	–	–	0.14%	81
2024 Q2	$335K	Hold	4,000	–	–	0.14%	88
2024 Q1	$391K	Hold	4,000	–	–	0.17%	84
2023 Q4	$396K	Hold	4,000	–	–	0.22%	73
2023 Q3	$337K	Hold	4,000	–	–	0.21%	74
2023 Q2	$361K	Hold	4,000	–	–	0.22%	67
2023 Q1	$356K	Hold	4,000	–	–	0.24%	65
2022 Q4	$362K	Buy	+4,000	New	+$370K	0.28%	62

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

Watershed Private Wealth's BMO Position: Q2 2026 in Review

Watershed Private Wealth held its Bank of Montreal (BMO) position steady in Q2 2026 at 4,000 shares worth $707K. The position accounts for 0.2% of the portfolio, ranked #65.

Watershed Private Wealth first reported a position in BMO in Q4 2022 and has held it in 15 quarters since. 654 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Watershed Private Wealth held 4,000 shares of Bank of Montreal worth $707K as of Q2 2026.
Watershed Private Wealth left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up 0.2% of Watershed Private Wealth's portfolio in Q2 2026, its #65 holding.
Watershed Private Wealth first reported a position in Bank of Montreal in Q4 2022 and has held it in 15 quarters since.
654 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.