Wealth Alliance’s Bank of Montreal BMO Stock Holding History

Wealth Alliance’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 Q1	$619K	Sell	4,575 -1,850	-29%	-$257K	0.06%	253
2025 Q4	$834K	Sell	6,425 -2,168	-25%	-$275K	0.08%	210
2025 Q3	$1.12M	Buy	8,593 +420	+5%	+$49.7K	0.12%	159
2025 Q2	$904K	Buy	8,173 +27	+0.3%	+$2.72K	0.1%	182
2025 Q1	$778K	Buy	8,146 +142	+2%	+$14K	0.09%	194
2024 Q4	$777K	Buy	+8,004	New	+$757K	0.09%	198
2024 Q1	–	Sell	-2,424	Closed	-$240K	–	521
2023 Q4	$240K	Buy	+2,424	New	+$202K	0.03%	443

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Alliance's BMO Position: Q1 2026 in Review

Wealth Alliance reduced its Bank of Montreal (BMO) stake by 29% in Q1 2026, selling an estimated $257K and leaving 4,575 shares worth $619K. The position accounts for 0.06% of the portfolio, ranked #253.

Wealth Alliance first reported a position in BMO in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.12M in Q3 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Wealth Alliance held 4,575 shares of Bank of Montreal worth $619K as of Q1 2026.
Wealth Alliance sold 1,850 Bank of Montreal shares in Q1 2026, an estimated $257K.
Bank of Montreal made up 0.06% of Wealth Alliance's portfolio in Q1 2026, its #253 holding.
Wealth Alliance first reported a position in Bank of Montreal in Q4 2023 and has held it in 7 quarters since.
Wealth Alliance's Bank of Montreal position peaked at $1.12M in Q3 2025.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.