World Investment Advisors’s Bank of Montreal BMO Stock Holding History

World Investment Advisors’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	$597K	Sell	4,408 -175	-4%	-$27.5K	0.01%	882
2026 Q1	$620K	Sell	4,583 -252	-5%	-$35K	0.01%	891
2025 Q4	$628K	Sell	4,835 -133	-3%	-$16.8K	0.01%	843
2025 Q3	$647K	Sell	4,968 -4	-0.1%	-$474	0.01%	697
2025 Q2	$550K	Sell	4,972 -20	-0.4%	-$2.02K	0.01%	702
2025 Q1	$477K	Buy	4,992 +29	+0.6%	+$2.87K	0.01%	704
2024 Q4	$482K	Buy	4,963 +1,206	+32%	+$114K	0.01%	675
2024 Q3	$339K	Sell	3,757 -432	-10%	-$36.9K	0.01%	697
2024 Q2	$351K	Buy	4,189 +500	+14%	+$45.4K	0.02%	464
2024 Q1	$360K	Sell	3,689 -500	-12%	-$47.2K	0.05%	274
2023 Q4	$414K	Buy	+4,189	New	+$350K	0.05%	254

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

World Investment Advisors's BMO Position: Q2 2026 in Review

World Investment Advisors reduced its Bank of Montreal (BMO) stake by 3.8% in Q2 2026, selling an estimated $27.5K and leaving 4,408 shares worth $597K. The position accounts for 0.01% of the portfolio, ranked #882.

World Investment Advisors first reported a position in BMO in Q4 2023 and has held it in 11 quarters since. The position peaked at $647K in Q3 2025. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

World Investment Advisors held 4,408 shares of Bank of Montreal worth $597K as of Q2 2026.
World Investment Advisors sold 175 Bank of Montreal shares in Q2 2026, an estimated $27.5K.
Bank of Montreal made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #882 holding.
World Investment Advisors first reported a position in Bank of Montreal in Q4 2023 and has held it in 11 quarters since.
World Investment Advisors's Bank of Montreal position peaked at $647K in Q3 2025.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.