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Atria Investments’s Bank of Montreal BMO Stock Holding History

Atria Investments’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 		$1.29M Sell
9,545
-3,859
-29% -$536K 0.01% 919
2025
Q4 		$1.74M Sell
13,404
-3,819
-22% -$484K 0.02% 791
2025
Q3 		$2.24M Buy
17,223
+641
+4% +$75.9K 0.03% 674
2025
Q2 		$1.83M Buy
16,582
+649
+4% +$65.4K 0.02% 761
2025
Q1 		$1.52M Sell
15,933
-15
-0.1% -$1.48K 0.02% 825
2024
Q4 		$1.55M Buy
+15,948
New +$1.51M 0.02% 791

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atria Investments's BMO Position: Q1 2026 in Review

Atria Investments reduced its Bank of Montreal (BMO) stake by 29% in Q1 2026, selling an estimated $536K and leaving 9,545 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #919.

Atria Investments first reported a position in BMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.24M in Q3 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Atria Investments held 9,545 shares of Bank of Montreal worth $1.29M as of Q1 2026.
  • Atria Investments sold 3,859 Bank of Montreal shares in Q1 2026, an estimated $536K.
  • Bank of Montreal made up 0.01% of Atria Investments's portfolio in Q1 2026, its #919 holding.
  • Atria Investments first reported a position in Bank of Montreal in Q4 2024 and has held it in 6 quarters since.
  • Atria Investments's Bank of Montreal position peaked at $2.24M in Q3 2025.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.