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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
Q2 		$1.82M Buy
10,317
+657
+7% +$103K 0.05% 296
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
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

Atomi Financial Group's BMO Position: Q2 2026 in Review

Atomi Financial Group increased its Bank of Montreal (BMO) stake by 6.8% in Q2 2026, buying an estimated $103K and bringing the position to 10,317 shares worth $1.82M. The position accounts for 0.05% of the portfolio, ranked #296.

Atomi Financial Group first reported a position in BMO in Q1 2024 and has held it in 10 quarters since. 658 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Atomi Financial Group held 10,317 shares of Bank of Montreal worth $1.82M as of Q2 2026.
  • Atomi Financial Group bought 657 Bank of Montreal shares in Q2 2026, an estimated $103K.
  • Bank of Montreal made up 0.05% of Atomi Financial Group's portfolio in Q2 2026, its #296 holding.
  • Atomi Financial Group first reported a position in Bank of Montreal in Q1 2024 and has held it in 10 quarters since.
  • 658 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.