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 Q2	$225K	Buy	+1,273	New	+$200K	﹤0.01%	1120
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 $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Wealthspire Advisors (New York)'s BMO Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Bank of Montreal (BMO) in Q2 2026: 1,273 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #1120 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in BMO as recently as Q4 2025.

Wealthspire Advisors (New York) first reported a position in BMO in Q4 2018 and has held it in 9 quarters since. The position peaked at $887K in Q4 2025. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Wealthspire Advisors (New York) held 1,273 shares of Bank of Montreal worth $225K as of Q2 2026.
Bank of Montreal was a new Wealthspire Advisors (New York) position in Q2 2026.
Bank of Montreal made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1120 holding.
Wealthspire Advisors (New York) first reported a position in Bank of Montreal in Q4 2018 and has held it in 9 quarters since.
Wealthspire Advisors (New York)'s Bank of Montreal position peaked at $887K in Q4 2025.
659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.