Wealthspire Advisors (New York)’s Bank of Montreal BMO Stock Holding History

Wealthspire Advisors (New York)’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	–	Sell	-6,835	Closed	-$887K	–	951
2025 Q4	$887K	Buy	6,835 +605	+10%	+$76.6K	0.01%	455
2025 Q3	$812K	Sell	6,230 -216	-3%	-$25.6K	﹤0.01%	431
2025 Q2	$713K	Buy	6,446 +216	+3%	+$21.8K	﹤0.01%	452
2025 Q1	$595K	Sell	6,230 -125	-2%	-$12.4K	﹤0.01%	478
2024 Q4	$617K	Buy	6,355 +125	+2%	+$11.8K	0.01%	464
2024 Q3	$562K	Hold	6,230	–	–	0.01%	468
2024 Q2	$522K	Buy	+6,230	New	+$566K	0.01%	422
2019 Q1	–	Sell	-260	Closed	-$17K	–	143
2018 Q4	$17K	Buy	+260	New	+$19.3K	﹤0.01%	371

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

Wealthspire Advisors (New York)'s BMO Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Bank of Montreal (BMO) in Q1 2026, closing a stake of 6,835 shares — an estimated $887K sold.

Wealthspire Advisors (New York) first reported a position in BMO in Q4 2018 and held it in 8 quarters. The position peaked at $887K in Q4 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining Bank of Montreal position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 6,835 Bank of Montreal shares in Q1 2026, an estimated $887K.
Wealthspire Advisors (New York) first reported a position in Bank of Montreal in Q4 2018 and held it in 8 quarters.
Wealthspire Advisors (New York)'s Bank of Montreal position peaked at $887K in Q4 2025.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.