Avalon Capital Management’s Bank of Montreal BMO Stock Holding History

Avalon Capital Management’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	$605K	Hold	3,425	–	–	0.14%	68
2026 Q1	$464K	Hold	3,425	–	–	0.13%	78
2025 Q4	$445K	Hold	3,425	–	–	0.11%	91
2025 Q3	$446K	Hold	3,425	–	–	0.11%	86
2025 Q2	$379K	Hold	3,425	–	–	0.1%	92
2025 Q1	$327K	Sell	3,425 -925	-21%	-$91.5K	0.1%	101
2024 Q4	$422K	Hold	4,350	–	–	0.14%	94
2024 Q3	$392K	Hold	4,350	–	–	0.12%	92
2024 Q2	$365K	Hold	4,350	–	–	0.12%	86
2024 Q1	$425K	Hold	4,350	–	–	0.17%	57
2023 Q4	$430K	Sell	4,350 -250	-5%	-$20.9K	0.18%	56
2023 Q3	$388K	Hold	4,600	–	–	0.2%	42
2023 Q2	$415K	Hold	4,600	–	–	0.19%	41
2023 Q1	$410K	Hold	4,600	–	–	0.21%	40
2022 Q4	$417K	Hold	4,600	–	–	0.21%	37
2022 Q3	$403K	Hold	4,600	–	–	0.19%	36
2022 Q2	$442K	Hold	4,600	–	–	0.18%	40
2022 Q1	$488K	Buy	+4,600	New	+$533K	0.19%	41

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Avalon Capital Management's BMO Position: Q2 2026 in Review

Avalon Capital Management held its Bank of Montreal (BMO) position steady in Q2 2026 at 3,425 shares worth $605K. The position accounts for 0.14% of the portfolio, ranked #68.

Avalon Capital Management first reported a position in BMO in Q1 2022 and has held it in 18 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Avalon Capital Management held 3,425 shares of Bank of Montreal worth $605K as of Q2 2026.
Avalon Capital Management left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up 0.14% of Avalon Capital Management's portfolio in Q2 2026, its #68 holding.
Avalon Capital Management first reported a position in Bank of Montreal in Q1 2022 and has held it in 18 quarters since.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Avalon Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.