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Apella Capital’s Bank of Montreal BMO Stock Holding History

Apella 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
Q2 		$206K Buy
+1,153
New +$181K ﹤0.01% 665

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

Apella Capital's BMO Position: Q2 2026 in Review

Apella Capital opened a new position in Bank of Montreal (BMO) in Q2 2026: 1,153 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #665 among its holdings.

99 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Apella Capital held 1,153 shares of Bank of Montreal worth $206K as of Q2 2026.
  • Bank of Montreal was a new Apella Capital position in Q2 2026.
  • Bank of Montreal made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #665 holding.
  • 99 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

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