Westside Investment Management’s Bank of Montreal BMO Stock Holding History

Westside Investment 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	$12.4K	Hold	70	–	–	﹤0.01%	1064
2026 Q1	$9.54K	Hold	70	–	–	﹤0.01%	1116
2025 Q4	$9.25K	Hold	70	–	–	﹤0.01%	1105
2025 Q3	$9.13K	Buy	+70	New	+$8.29K	﹤0.01%	1123
2023 Q4	–	Sell	-150	Closed	-$12.7K	–	872
2023 Q3	$12.7K	Hold	150	–	–	﹤0.01%	551
2023 Q2	$13.5K	Hold	150	–	–	﹤0.01%	540
2023 Q1	$13.4K	Hold	150	–	–	﹤0.01%	538
2022 Q4	$13	Hold	150	–	–	﹤0.01%	574
2022 Q3	$13	Hold	150	–	–	﹤0.01%	556
2022 Q2	$14	Hold	150	–	–	﹤0.01%	547
2022 Q1	$17	Buy	+150	New	+$17.4K	﹤0.01%	539

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

Westside Investment Management's BMO Position: Q2 2026 in Review

Westside Investment Management held its Bank of Montreal (BMO) position steady in Q2 2026 at 70 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1064.

Westside Investment Management first reported a position in BMO in Q1 2022 and has held it in 11 quarters since. The position peaked at $13.5K in Q2 2023. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Westside Investment Management held 70 shares of Bank of Montreal worth $12.4K as of Q2 2026.
Westside Investment Management left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1064 holding.
Westside Investment Management first reported a position in Bank of Montreal in Q1 2022 and has held it in 11 quarters since.
Westside Investment Management's Bank of Montreal position peaked at $13.5K in Q2 2023.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.