Arkos Global Advisors’s Bank of Montreal BMO Stock Holding History

Arkos Global 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	$452K	Hold	2,557	–	–	0.05%	82
2026 Q1	$346K	Hold	2,557	–	–	0.04%	91
2025 Q4	$332K	Hold	2,557	–	–	0.04%	95
2025 Q3	$333K	Sell	2,557 -115	-4%	-$13.6K	0.04%	119
2025 Q2	$296K	Hold	2,672	–	–	0.04%	106
2025 Q1	$255K	Hold	2,672	–	–	0.04%	110
2024 Q4	$259K	Hold	2,672	–	–	0.04%	109
2024 Q3	$241K	Hold	2,672	–	–	0.03%	113
2024 Q2	$224K	Hold	2,672	–	–	0.04%	118
2024 Q1	$261K	Hold	2,672	–	–	0.04%	120
2023 Q4	$264K	Hold	2,672	–	–	0.05%	92
2023 Q3	$225K	Sell	2,672 -100	-4%	-$8.79K	0.05%	90
2023 Q2	$250K	Buy	2,772 +100	+4%	+$8.84K	0.05%	81
2023 Q1	$238K	Hold	2,672	–	–	0.05%	83
2022 Q4	$242K	Hold	2,672	–	–	0.06%	79
2022 Q3	$234K	Hold	2,672	–	–	0.07%	75
2022 Q2	$257K	Buy	2,672 +15	+0.6%	+$1.59K	0.07%	76
2022 Q1	$313K	Hold	2,657	–	–	0.08%	68
2021 Q4	$286K	Hold	2,657	–	–	0.09%	71
2021 Q3	$265K	Hold	2,657	–	–	0.09%	69
2021 Q2	$273K	Hold	2,657	–	–	0.09%	68
2021 Q1	$237K	Sell	2,657 -343	-11%	-$28K	0.09%	76
2020 Q4	$228K	Buy	+3,000	New	+$205K	0.09%	72

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Arkos Global Advisors's BMO Position: Q2 2026 in Review

Arkos Global Advisors held its Bank of Montreal (BMO) position steady in Q2 2026 at 2,557 shares worth $452K. The position accounts for 0.05% of the portfolio, ranked #82.

Arkos Global Advisors first reported a position in BMO in Q4 2020 and has held it in 23 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Arkos Global Advisors held 2,557 shares of Bank of Montreal worth $452K as of Q2 2026.
Arkos Global Advisors left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up 0.05% of Arkos Global Advisors's portfolio in Q2 2026, its #82 holding.
Arkos Global Advisors first reported a position in Bank of Montreal in Q4 2020 and has held it in 23 quarters since.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Arkos Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.