1620 Investment Advisors’s Bank of Montreal BMO Stock Holding History

1620 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	$44.9K	Hold	254	–	–	0.03%	332
2026 Q1	$34.4K	Hold	254	–	–	0.02%	341
2025 Q4	$33K	Hold	254	–	–	0.02%	342
2025 Q3	$33.1K	Sell	254 -5	-2%	-$592	0.02%	336
2025 Q2	$28.7K	Hold	259	–	–	0.02%	363
2025 Q1	$24.7K	Hold	259	–	–	0.02%	362
2024 Q4	$25.1K	Hold	259	–	–	0.02%	367
2024 Q3	$23.4K	Sell	259 -935	-78%	-$79.8K	0.02%	384
2024 Q2	$71.5K	Buy	+1,194	New	+$108K	0.05%	262

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

1620 Investment Advisors's BMO Position: Q2 2026 in Review

1620 Investment Advisors held its Bank of Montreal (BMO) position steady in Q2 2026 at 254 shares worth $44.9K. The position accounts for 0.03% of the portfolio, ranked #332.

1620 Investment Advisors first reported a position in BMO in Q2 2024 and has held it in 9 quarters since. The position peaked at $71.5K in Q2 2024. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

1620 Investment Advisors held 254 shares of Bank of Montreal worth $44.9K as of Q2 2026.
1620 Investment Advisors left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up 0.03% of 1620 Investment Advisors's portfolio in Q2 2026, its #332 holding.
1620 Investment Advisors first reported a position in Bank of Montreal in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's Bank of Montreal position peaked at $71.5K in Q2 2024.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.