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Avanza Fonder’s Bank of Montreal BMO Stock Holding History

Avanza Fonder’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 		$12.9M Buy
51,462
+4,920
+11% +$773K 0.28% 67
2026
Q1 		$8.77M Buy
46,542
+962
+2% +$134K 0.24% 84
2025
Q4 		$8.12M Hold
45,580
– – 0.21% 92
2025
Q3 		$8.27M Buy
45,580
+1,348
+3% +$160K 0.21% 82
2025
Q2 		$6.68M Hold
44,232
– – 0.2% 94
2025
Q1 		$6.18M Buy
44,232
+1,900
+4% +$188K 0.2% 97
2024
Q4 		$5.91M Buy
+42,332
New +$4M 0.18% 104

Other funds holding BMO

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
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
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 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

Avanza Fonder's BMO Position: Q2 2026 in Review

Avanza Fonder increased its Bank of Montreal (BMO) stake by 11% in Q2 2026, buying an estimated $773K and bringing the position to 51,462 shares worth $12.9M. The position accounts for 0.28% of the portfolio, ranked #67.

Avanza Fonder first reported a position in BMO in Q4 2024 and has held it in 7 quarters since. 223 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Avanza Fonder held 51,462 shares of Bank of Montreal worth $12.9M as of Q2 2026.
  • Avanza Fonder bought 4,920 Bank of Montreal shares in Q2 2026, an estimated $773K.
  • Bank of Montreal made up 0.28% of Avanza Fonder's portfolio in Q2 2026, its #67 holding.
  • Avanza Fonder first reported a position in Bank of Montreal in Q4 2024 and has held it in 7 quarters since.
  • 223 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Avanza Fonder's 13F filing for Q2 2026, filed 17 Jul 2026.