Western Pacific Wealth Management’s Bank of Montreal BMO Stock Holding History

Western Pacific Wealth Management’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	$18K	Buy	102 +70	+219%	+$11K	0.02%	148
2026 Q1	$4.33K	Hold	32	–	–	﹤0.01%	166
2025 Q4	$4.15K	Hold	32	–	–	﹤0.01%	157
2025 Q3	$4.17K	Hold	32	–	–	﹤0.01%	172
2025 Q2	$3.54K	Hold	32	–	–	﹤0.01%	179
2025 Q1	$3.06K	Hold	32	–	–	﹤0.01%	183
2024 Q4	$3.11K	Hold	32	–	–	﹤0.01%	187
2024 Q3	$2.89K	Hold	32	–	–	﹤0.01%	229
2024 Q2	$2.68K	Hold	32	–	–	﹤0.01%	205
2024 Q1	$3.13K	Hold	32	–	–	﹤0.01%	231
2023 Q4	$3.17K	Hold	32	–	–	﹤0.01%	212
2023 Q3	$2.7K	Hold	32	–	–	﹤0.01%	243
2023 Q2	$2.89K	Hold	32	–	–	﹤0.01%	247
2023 Q1	$2.85K	Hold	32	–	–	﹤0.01%	259
2022 Q4	$2.9K	Hold	32	–	–	﹤0.01%	253
2022 Q3	$2K	Hold	32	–	–	﹤0.01%	220
2022 Q2	$3K	Hold	32	–	–	﹤0.01%	165
2022 Q1	$3K	Hold	32	–	–	﹤0.01%	189
2021 Q4	$3K	Buy	+32	New	+$3.45K	﹤0.01%	189

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

Western Pacific Wealth Management's BMO Position: Q2 2026 in Review

Western Pacific Wealth Management increased its Bank of Montreal (BMO) stake by 219% in Q2 2026, buying an estimated $11K and bringing the position to 102 shares worth $18K. The position accounts for 0.02% of the portfolio, ranked #148.

Western Pacific Wealth Management first reported a position in BMO in Q4 2021 and has held it in 19 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Western Pacific Wealth Management held 102 shares of Bank of Montreal worth $18K as of Q2 2026.
Western Pacific Wealth Management bought 70 Bank of Montreal shares in Q2 2026, an estimated $11K.
Bank of Montreal made up 0.02% of Western Pacific Wealth Management's portfolio in Q2 2026, its #148 holding.
Western Pacific Wealth Management first reported a position in Bank of Montreal in Q4 2021 and has held it in 19 quarters since.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.