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Avant Financial Advisors’s Bank of Montreal BMO Stock Holding History

Avant Financial Advisors’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 		$735K Hold
4,160
– – 0.46% 38
2026
Q1 		$563K Hold
4,160
– – 0.4% 42
2025
Q4 		$540K Buy
4,160
+2,080
+100% +$263K 0.39% 46
2025
Q3 		$271K Hold
2,080
– – 0.2% 61
2025
Q2 		$230K Buy
+2,080
New +$210K 0.19% 62
2025
Q1 		– Sell
-2,080
Closed -$202K – 65
2024
Q4 		$202K Buy
+2,080
New +$197K 0.19% 63

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

Avant Financial Advisors's BMO Position: Q2 2026 in Review

Avant Financial Advisors held its Bank of Montreal (BMO) position steady in Q2 2026 at 4,160 shares worth $735K. The position accounts for 0.46% of the portfolio, ranked #38.

Avant Financial Advisors first reported a position in BMO in Q4 2024 and has held it in 6 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Avant Financial Advisors held 4,160 shares of Bank of Montreal worth $735K as of Q2 2026.
  • Avant Financial Advisors left its Bank of Montreal share count unchanged in Q2 2026.
  • Bank of Montreal made up 0.46% of Avant Financial Advisors's portfolio in Q2 2026, its #38 holding.
  • Avant Financial Advisors first reported a position in Bank of Montreal in Q4 2024 and has held it in 6 quarters since.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.