Aviso Financial’s Bank of Montreal BMO Stock Holding History

Aviso Financial’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	$172M	Sell	973,584 -25,717	-3%	-$4.04M	5.98%	2
2026 Q1	$135M	Sell	999,301 -23,015	-2%	-$3.2M	4.8%	2
2025 Q4	$133M	Buy	1,022,316 +20,217	+2%	+$2.56M	5.05%	2
2025 Q3	$131M	Buy	1,002,099 +195,154	+24%	+$23.1M	5.31%	2
2025 Q2	$89.4M	Sell	806,945 -234,787	-23%	-$23.7M	4.03%	4
2025 Q1	$99.5M	Buy	1,041,732 +13,860	+1%	+$1.37M	4.91%	1
2024 Q4	$99.8M	Buy	1,027,872 +23,681	+2%	+$2.24M	5.04%	1
2024 Q3	$90.6M	Buy	1,004,191 +17,235	+2%	+$1.47M	4.49%	3
2024 Q2	$82.6M	Buy	+986,956	New	+$89.6M	4.6%	3

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

Aviso Financial's BMO Position: Q2 2026 in Review

Aviso Financial reduced its Bank of Montreal (BMO) stake by 2.6% in Q2 2026, selling an estimated $4.04M and leaving 973,584 shares worth $172M. The position accounts for 5.98% of the portfolio, ranked #2.

Aviso Financial first reported a position in BMO in Q2 2024 and has held it in 9 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Aviso Financial held 973,584 shares of Bank of Montreal worth $172M as of Q2 2026.
Aviso Financial sold 25,717 Bank of Montreal shares in Q2 2026, an estimated $4.04M.
Bank of Montreal made up 5.98% of Aviso Financial's portfolio in Q2 2026, its #2 holding.
Aviso Financial first reported a position in Bank of Montreal in Q2 2024 and has held it in 9 quarters since.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.