Affinity Capital Advisors
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Affinity Capital Advisors’s Bank of Montreal BMO Stock Holding History

Affinity Capital 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
Q3 		$278K Hold
1,710
– – 0.03% 171
2026
Q2 		$301K Hold
1,710
– – 0.04% 152
2026
Q1 		$231K Buy
1,710
+91
+6% +$12.6K 0.03% 165
2025
Q4 		$210K Hold
1,619
– – 0.03% 163
2025
Q3 		$211K Buy
+1,619
New +$192K 0.03% 150

Other funds holding BMO

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Guardian Partners
Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Value Partners Investments
Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return
Rempart Asset Management
Rempart Asset Management Montreal, Canada $488M AUM 18.34% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Kepler Cheuvreux
Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

Affinity Capital Advisors's BMO Position: Q3 2026 in Review

Affinity Capital Advisors held its Bank of Montreal (BMO) position steady in Q3 2026 at 1,710 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #171.

Affinity Capital Advisors first reported a position in BMO in Q3 2025 and has held it in 5 quarters since. The position peaked at $301K in Q2 2026. 183 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

  • Affinity Capital Advisors held 1,710 shares of Bank of Montreal worth $278K as of Q3 2026.
  • Affinity Capital Advisors left its Bank of Montreal share count unchanged in Q3 2026.
  • Bank of Montreal made up 0.03% of Affinity Capital Advisors's portfolio in Q3 2026, its #171 holding.
  • Affinity Capital Advisors first reported a position in Bank of Montreal in Q3 2025 and has held it in 5 quarters since.
  • Affinity Capital Advisors's Bank of Montreal position peaked at $301K in Q2 2026.
  • 183 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.