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Aprio Wealth Management’s Bank of Montreal BMO Stock Holding History

Aprio Wealth Management’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 		$416K Buy
2,352
+198
+9% +$31.1K 0.02% 427
2026
Q1 		$292K Sell
2,154
-126
-6% -$17.5K 0.02% 492
2025
Q4 		$296K Buy
2,280
+409
+22% +$51.8K 0.02% 441
2025
Q3 		$244K Buy
+1,871
New +$222K 0.02% 374

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
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return

Aprio Wealth Management's BMO Position: Q2 2026 in Review

Aprio Wealth Management increased its Bank of Montreal (BMO) stake by 9.2% in Q2 2026, buying an estimated $31.1K and bringing the position to 2,352 shares worth $416K. The position accounts for 0.02% of the portfolio, ranked #427.

Aprio Wealth Management first reported a position in BMO in Q3 2025 and has held it in 4 quarters since. 174 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Aprio Wealth Management held 2,352 shares of Bank of Montreal worth $416K as of Q2 2026.
  • Aprio Wealth Management bought 198 Bank of Montreal shares in Q2 2026, an estimated $31.1K.
  • Bank of Montreal made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #427 holding.
  • Aprio Wealth Management first reported a position in Bank of Montreal in Q3 2025 and has held it in 4 quarters since.
  • 174 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.