WFA of San Diego’s Bank of Montreal BMO Stock Holding History

WFA of San Diego’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	–	Sell	-250	Closed	-$33.8K	–	125
2026 Q1	$33.8K	Hold	250	–	–	0.03%	215
2025 Q4	$32.4K	Hold	250	–	–	0.02%	228
2025 Q3	$32.6K	Hold	250	–	–	0.02%	241
2025 Q2	$27.7K	Buy	+250	New	+$25.2K	0.02%	246
2024 Q3	$22.6K	Hold	250	–	–	0.02%	234
2024 Q2	$21K	Buy	+250	New	+$22.7K	0.02%	236
2023 Q3	$21.1K	Hold	250	–	–	0.02%	235
2023 Q2	$22.6K	Buy	+250	New	+$22.1K	0.02%	224
2023 Q1	–	Sell	-250	Closed	-$22.6K	–	103
2022 Q4	$22.6K	Buy	+250	New	+$23.1K	0.02%	277
2022 Q3	–	Sell	-250	Closed	-$24K	–	118
2022 Q2	$24K	Buy	+250	New	+$26.6K	0.02%	209

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

WFA of San Diego's BMO Position: Q2 2026 in Review

WFA of San Diego sold out of Bank of Montreal (BMO) in Q2 2026, closing a stake of 250 shares — an estimated $33.8K sold.

WFA of San Diego first reported a position in BMO in Q2 2022 and held it in 10 quarters. The position peaked at $33.8K in Q1 2026. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

WFA of San Diego reported no remaining Bank of Montreal position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 250 Bank of Montreal shares in Q2 2026, an estimated $33.8K.
WFA of San Diego first reported a position in Bank of Montreal in Q2 2022 and held it in 10 quarters.
WFA of San Diego's Bank of Montreal position peaked at $33.8K in Q1 2026.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.