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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
Q2 		– Sell
-4,575
Closed -$619K – 583
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
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

Wealth Alliance's BMO Position: Q2 2026 in Review

Wealth Alliance sold out of Bank of Montreal (BMO) in Q2 2026, closing a stake of 4,575 shares — an estimated $619K sold.

Wealth Alliance first reported a position in BMO in Q4 2023 and held it in 7 quarters. The position peaked at $1.12M in Q3 2025. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Wealth Alliance reported no remaining Bank of Montreal position as of Q2 2026 after selling out during the quarter.
  • Wealth Alliance sold 4,575 Bank of Montreal shares in Q2 2026, an estimated $619K.
  • Wealth Alliance first reported a position in Bank of Montreal in Q4 2023 and held it in 7 quarters.
  • Wealth Alliance's Bank of Montreal position peaked at $1.12M in Q3 2025.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.