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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
Q2 		– Sell
-9,545
Closed -$1.29M – 2128
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 $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

Atria Investments's BMO Position: Q2 2026 in Review

Atria Investments sold out of Bank of Montreal (BMO) in Q2 2026, closing a stake of 9,545 shares — an estimated $1.29M sold.

Atria Investments first reported a position in BMO in Q4 2024 and held it in 6 quarters. The position peaked at $2.24M in Q3 2025. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Atria Investments reported no remaining Bank of Montreal position as of Q2 2026 after selling out during the quarter.
  • Atria Investments sold 9,545 Bank of Montreal shares in Q2 2026, an estimated $1.29M.
  • Atria Investments first reported a position in Bank of Montreal in Q4 2024 and held it in 6 quarters.
  • Atria Investments's Bank of Montreal position peaked at $2.24M in Q3 2025.
  • 659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.