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Wedbush Securities’s Bank of Montreal BMO Stock Holding History

Wedbush Securities’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 		$536K Sell
3,033
-28
-0.9% -$4.4K 0.01% 699
2026
Q1 		$414K Sell
3,061
-5
-0.2% -$695 0.01% 748
2025
Q4 		$398K Sell
3,066
-34
-1% -$4.3K 0.01% 757
2025
Q3 		$404K Buy
3,100
+9
+0.3% +$1.07K 0.01% 739
2025
Q2 		$342K Buy
3,091
+132
+4% +$13.3K 0.01% 780
2025
Q1 		$283K Sell
2,959
-32
-1% -$3.17K 0.01% 851
2024
Q4 		$290K Sell
2,991
-95
-3% -$8.98K 0.01% 835
2024
Q3 		$278K Buy
+3,086
New +$263K 0.01% 835

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Wedbush Securities's BMO Position: Q2 2026 in Review

Wedbush Securities reduced its Bank of Montreal (BMO) stake by 0.91% in Q2 2026, selling an estimated $4.4K and leaving 3,033 shares worth $536K. The position accounts for 0.01% of the portfolio, ranked #699.

Wedbush Securities first reported a position in BMO in Q3 2024 and has held it in 8 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Wedbush Securities held 3,033 shares of Bank of Montreal worth $536K as of Q2 2026.
  • Wedbush Securities sold 28 Bank of Montreal shares in Q2 2026, an estimated $4.4K.
  • Bank of Montreal made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #699 holding.
  • Wedbush Securities first reported a position in Bank of Montreal in Q3 2024 and has held it in 8 quarters since.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.