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Atlas Capital Advisors’s Bank of Montreal BMO Stock Holding History

Atlas Capital 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 		$389K Hold
2,203
– – 0.04% 328
2026
Q1 		$298K Sell
2,203
-1,441
-40% -$200K 0.03% 342
2025
Q4 		$473K Buy
+3,644
New +$461K 0.05% 273
2025
Q2 		$383K Sell
3,465
-521
-13% -$52.5K 0.05% 295
2025
Q1 		$381K Buy
3,986
+3,796
+1,998% +$375K 0.05% 300
2024
Q4 		$18.4K Hold
190
– – ﹤0.01% 729
2024
Q3 		$17.1K Hold
190
– – ﹤0.01% 687
2024
Q2 		$15.9K Hold
190
– – ﹤0.01% 706
2024
Q1 		$18.6K Hold
190
– – ﹤0.01% 672
2023
Q4 		$18.8K Sell
190
-149
-44% -$12.4K ﹤0.01% 697
2023
Q3 		$28.6K Sell
339
-2,302
-87% -$202K ﹤0.01% 603
2023
Q2 		$239K Sell
2,641
-120
-4% -$10.6K 0.04% 333
2023
Q1 		$246K Sell
2,761
-144
-5% -$13.7K 0.04% 320
2022
Q4 		$263K Sell
2,905
-175
-6% -$16.2K 0.04% 291
2022
Q3 		$270K Sell
3,080
-629
-17% -$60.8K 0.05% 287
2022
Q2 		$357K Sell
3,709
-1,927
-34% -$205K 0.06% 255
2022
Q1 		$665K Sell
5,636
-167
-3% -$19.4K 0.1% 173
2021
Q4 		$625K Hold
5,803
– – 0.09% 184
2021
Q3 		$579K Buy
5,803
+208
+4% +$20.9K 0.09% 181
2021
Q2 		$574K Buy
5,595
+329
+6% +$32.5K 0.1% 186
2021
Q1 		$469K Buy
5,266
+5,076
+2,672% +$414K 0.09% 205
2020
Q4 		$14.4K Buy
+190
New +$13K ﹤0.01% 567
2020
Q3 		– Sell
-190
Closed -$10.1K – 344
2020
Q2 		$10.1K Hold
190
– – ﹤0.01% 609
2020
Q1 		$9.55K Hold
190
– – ﹤0.01% 584
2019
Q4 		$14.7K Hold
190
– – ﹤0.01% 562
2019
Q3 		$14K Buy
190
+33
+21% +$2.4K ﹤0.01% 550
2019
Q2 		$11.8K Buy
+157
New +$12K ﹤0.01% 589

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Atlas Capital Advisors's BMO Position: Q2 2026 in Review

Atlas Capital Advisors held its Bank of Montreal (BMO) position steady in Q2 2026 at 2,203 shares worth $389K. The position accounts for 0.04% of the portfolio, ranked #328.

Atlas Capital Advisors first reported a position in BMO in Q2 2019 and has held it in 27 quarters since. The position peaked at $665K in Q1 2022. 658 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Atlas Capital Advisors held 2,203 shares of Bank of Montreal worth $389K as of Q2 2026.
  • Atlas Capital Advisors left its Bank of Montreal share count unchanged in Q2 2026.
  • Bank of Montreal made up 0.04% of Atlas Capital Advisors's portfolio in Q2 2026, its #328 holding.
  • Atlas Capital Advisors first reported a position in Bank of Montreal in Q2 2019 and has held it in 27 quarters since.
  • Atlas Capital Advisors's Bank of Montreal position peaked at $665K in Q1 2022.
  • 658 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.