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Applied Capital LLC’s Bank of Montreal BMO Stock Holding History

Applied Capital LLC’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 		$215K Buy
+1,215
New +$191K 0.09% 91

Other funds holding BMO

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
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
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 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
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 47.26% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Applied Capital LLC's BMO Position: Q2 2026 in Review

Applied Capital LLC opened a new position in Bank of Montreal (BMO) in Q2 2026: 1,215 shares worth $215K. The stake represents 0.09% of the portfolio and ranks #91 among its holdings.

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

  • Applied Capital LLC held 1,215 shares of Bank of Montreal worth $215K as of Q2 2026.
  • Bank of Montreal was a new Applied Capital LLC position in Q2 2026.
  • Bank of Montreal made up 0.09% of Applied Capital LLC's portfolio in Q2 2026, its #91 holding.
  • 247 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Applied Capital LLC's 13F filing for Q2 2026, filed 15 Jul 2026.