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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

RAM

Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

TPM

Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 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. 171 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.
171 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.