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

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

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.