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Wellington-Altus USA’s Bank of Montreal BMO Stock Holding History

Wellington-Altus USA’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 		$461K Hold
3,056
– – 0.33% 68
2026
Q1 		$606K Sell
3,056
-1,409
-32% -$196K 0.36% 65
2025
Q4 		$620K Buy
+4,465
New +$565K 0.46% 48

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

Wellington-Altus USA's BMO Position: Q2 2026 in Review

Wellington-Altus USA held its Bank of Montreal (BMO) position steady in Q2 2026 at 3,056 shares worth $461K. The position accounts for 0.33% of the portfolio, ranked #68.

Wellington-Altus USA first reported a position in BMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $620K in Q4 2025. 658 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Wellington-Altus USA held 3,056 shares of Bank of Montreal worth $461K as of Q2 2026.
  • Wellington-Altus USA left its Bank of Montreal share count unchanged in Q2 2026.
  • Bank of Montreal made up 0.33% of Wellington-Altus USA's portfolio in Q2 2026, its #68 holding.
  • Wellington-Altus USA first reported a position in Bank of Montreal in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Bank of Montreal position peaked at $620K in Q4 2025.
  • 658 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.