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

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

Bank of Montreal

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management

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

CIBC World Market

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

Fidelity International

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

National Bank of Canada

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

1832 Asset Management

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

Mackenzie Financial

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

Geode Capital Management

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