Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Bank of Montreal BMO Stock Holding History

Wealth Enhancement Advisory Services’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 		$7.95M Buy
44,397
+3,962
+10% +$623K 0.01% 779
2026
Q1 		$0 Sell
40,435
-21,123
-34% -$2.93M ﹤0.01% 3609
2025
Q4 		$8.19M Sell
61,558
-4,331
-7% -$548K 0.01% 782
2025
Q3 		$8.48M Sell
65,889
-656
-1% -$77.7K 0.01% 724
2025
Q2 		$7.53M Buy
66,545
+7,209
+12% +$727K 0.01% 729
2025
Q1 		$5.67M Sell
59,336
-61
-0.1% -$6.03K 0.01% 784
2024
Q4 		$5.76M Buy
59,397
+8,865
+18% +$838K 0.01% 747
2024
Q3 		$4.56M Buy
50,532
+5,824
+13% +$497K 0.01% 759
2024
Q2 		$3.75M Buy
44,708
+888
+2% +$80.6K 0.01% 774
2024
Q1 		$4.28M Buy
43,820
+557
+1% +$52.6K 0.01% 706
2023
Q4 		$4.28M Sell
43,263
-2,016
-4% -$168K 0.01% 648
2023
Q3 		$3.82M Buy
+45,279
New +$3.98M 0.01% 646

Other funds holding BMO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services's BMO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Bank of Montreal (BMO) stake by 9.8% in Q2 2026, buying an estimated $623K and bringing the position to 44,397 shares worth $7.95M. The position accounts for 0.01% of the portfolio, ranked #779.

Wealth Enhancement Advisory Services first reported a position in BMO in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.48M in Q3 2025. 112 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 44,397 shares of Bank of Montreal worth $7.95M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,962 Bank of Montreal shares in Q2 2026, an estimated $623K.
  • Bank of Montreal made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #779 holding.
  • Wealth Enhancement Advisory Services first reported a position in Bank of Montreal in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Bank of Montreal position peaked at $8.48M in Q3 2025.
  • 112 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.