Waverly Advisors’s Bank of Montreal BMO Stock Holding History

Waverly Advisors’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	$220K	Buy	+1,243	New	+$195K	﹤0.01%	1584

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

Waverly Advisors's BMO Position: Q2 2026 in Review

Waverly Advisors opened a new position in Bank of Montreal (BMO) in Q2 2026: 1,243 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #1584 among its holdings.

655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Waverly Advisors held 1,243 shares of Bank of Montreal worth $220K as of Q2 2026.
Bank of Montreal was a new Waverly Advisors position in Q2 2026.
Bank of Montreal made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1584 holding.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.