Atomi Financial Group’s Bank of Montreal BMO Stock Holding History

Atomi Financial Group’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 Q1	$1.31M	Buy	9,660 +1,105	+13%	+$154K	0.04%	348
2025 Q4	$1.11M	Buy	8,555 +535	+7%	+$67.7K	0.03%	377
2025 Q3	$1.04M	Buy	8,020 +1,585	+25%	+$188K	0.03%	361
2025 Q2	$712K	Sell	6,435 -1,292	-17%	-$130K	0.03%	452
2025 Q1	$738K	Buy	7,727 +1,018	+15%	+$101K	0.03%	387
2024 Q4	$651K	Buy	6,709 +2,801	+72%	+$265K	0.03%	380
2024 Q3	$353K	Buy	3,908 +740	+23%	+$63.1K	0.02%	602
2024 Q2	$266K	Buy	3,168 +283	+10%	+$25.7K	0.02%	629
2024 Q1	$282K	Buy	+2,885	New	+$272K	0.03%	561

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atomi Financial Group's BMO Position: Q1 2026 in Review

Atomi Financial Group increased its Bank of Montreal (BMO) stake by 13% in Q1 2026, buying an estimated $154K and bringing the position to 9,660 shares worth $1.31M. The position accounts for 0.04% of the portfolio, ranked #348.

Atomi Financial Group first reported a position in BMO in Q1 2024 and has held it in 9 quarters since. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Atomi Financial Group held 9,660 shares of Bank of Montreal worth $1.31M as of Q1 2026.
Atomi Financial Group bought 1,105 Bank of Montreal shares in Q1 2026, an estimated $154K.
Bank of Montreal made up 0.04% of Atomi Financial Group's portfolio in Q1 2026, its #348 holding.
Atomi Financial Group first reported a position in Bank of Montreal in Q1 2024 and has held it in 9 quarters since.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.