Bank of Montreal
AVIV icon

Bank of Montreal’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Bank of Montreal’s Portfolio AVIV Stock Details AVIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$142K Hold
1,900
– – ﹤0.01% 3037
2025
Q4 		$136K Buy
+1,900
New +$131K ﹤0.01% 2964
2023
Q3 		– Sell
-39,756
Closed -$1.94M – 3800
2023
Q2 		$1.94M Buy
+39,756
New +$1.93M ﹤0.01% 1837

Other funds holding AVIV

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Bank of Montreal's AVIV Position: Q1 2026 in Review

Bank of Montreal held its Avantis International Large Cap Value ETF (AVIV) position steady in Q1 2026 at 1,900 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #3037.

Bank of Montreal first reported a position in AVIV in Q2 2023 and has held it in 3 quarters since. The position peaked at $1.94M in Q2 2023. 184 funds tracked by Wall St. Rank hold AVIV as of Q1 2026.

  • Bank of Montreal held 1,900 shares of Avantis International Large Cap Value ETF worth $142K as of Q1 2026.
  • Bank of Montreal left its Avantis International Large Cap Value ETF share count unchanged in Q1 2026.
  • Avantis International Large Cap Value ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3037 holding.
  • Bank of Montreal first reported a position in Avantis International Large Cap Value ETF in Q2 2023 and has held it in 3 quarters since.
  • Bank of Montreal's Avantis International Large Cap Value ETF position peaked at $1.94M in Q2 2023.
  • 184 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.