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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return

Affinity Capital Advisors's BMO Position: Q2 2026 in Review

Affinity Capital Advisors held its Bank of Montreal (BMO) position steady in Q2 2026 at 1,710 shares worth $301K. The position accounts for 0.04% of the portfolio, ranked #152.

Affinity Capital Advisors first reported a position in BMO in Q3 2025 and has held it in 4 quarters since. 99 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Affinity Capital Advisors held 1,710 shares of Bank of Montreal worth $301K as of Q2 2026.
  • Affinity Capital Advisors left its Bank of Montreal share count unchanged in Q2 2026.
  • Bank of Montreal made up 0.04% of Affinity Capital Advisors's portfolio in Q2 2026, its #152 holding.
  • Affinity Capital Advisors first reported a position in Bank of Montreal in Q3 2025 and has held it in 4 quarters since.
  • 99 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.