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	$4.3M	Hold	24,000	–	–	0.01%	1108
2026 Q1	$5.59M	Hold	24,000	–	–	0.01%	850
2025 Q4	$104K	Sell	24,000 -4,000	-14%	-$507K	﹤0.01%	3423
2025 Q3	$45.5K	Buy	28,000 +2,400	+9%	+$284K	﹤0.01%	3441
2025 Q2	$18.1K	Sell	25,600 -3,000	-10%	-$302K	﹤0.01%	3310
2025 Q1	$95.7K	Sell	28,600 -1,000	-3%	-$98.9K	﹤0.01%	2767
2024 Q4	$84.6K	Hold	29,600	–	–	﹤0.01%	2825
2024 Q3	$29.3K	Buy	29,600 +25,600	+640%	+$2.18M	﹤0.01%	2652
2024 Q2	$3.52K	Hold	4,000	–	–	﹤0.01%	2557
2024 Q1	$2K	Sell	4,000 -1,600	-29%	-$151K	﹤0.01%	2455
2023 Q4	$280	Sell	5,600 -25,200	-82%	-$2.1M	﹤0.01%	2326
2023 Q3	$76.7K	Buy	+30,800	New	+$2.71M	﹤0.01%	2130

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

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

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

TPM

Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 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. 155 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.
155 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.