AlphaCore Capital
BMO icon

AlphaCore Capital’s Bank of Montreal BMO Stock Holding History

AlphaCore Capital’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 		$327K Buy
1,953
+190
+11% +$33.6K 0.01% 1057
2026
Q2 		$312K Buy
+1,763
New +$277K 0.01% 908
2026
Q1 		– Sell
-2,419
Closed -$314K – 1246
2025
Q4 		$314K Buy
2,419
+393
+19% +$49.8K 0.01% 781
2025
Q3 		$264K Buy
2,026
+526
+35% +$62.3K 0.01% 622
2025
Q2 		$166K Buy
+1,500
New +$151K 0.01% 620

Other funds holding BMO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Letko, Brosseau & Associates
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return

AlphaCore Capital's BMO Position: Q3 2026 in Review

AlphaCore Capital increased its Bank of Montreal (BMO) stake by 11% in Q3 2026, buying an estimated $33.6K and bringing the position to 1,953 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #1057.

AlphaCore Capital first reported a position in BMO in Q2 2025 and has held it in 5 quarters since. 323 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

  • AlphaCore Capital held 1,953 shares of Bank of Montreal worth $327K as of Q3 2026.
  • AlphaCore Capital bought 190 Bank of Montreal shares in Q3 2026, an estimated $33.6K.
  • Bank of Montreal made up 0.01% of AlphaCore Capital's portfolio in Q3 2026, its #1057 holding.
  • AlphaCore Capital first reported a position in Bank of Montreal in Q2 2025 and has held it in 5 quarters since.
  • 323 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.