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Beacon Pointe Advisors’s Bank of Montreal BMO Stock Holding History

Beacon Pointe 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 		$9.24M Sell
52,280
-598
-1% -$94K 0.04% 359
2026
Q1 		$7.16M Buy
52,878
+243
+0.5% +$33.8K 0.04% 388
2025
Q4 		$6.83M Buy
52,635
+218
+0.4% +$27.6K 0.05% 321
2025
Q3 		$6.83M Buy
52,417
+222
+0.4% +$26.3K 0.06% 295
2025
Q2 		$5.77M Buy
52,195
+60
+0.1% +$6.05K 0.06% 279
2025
Q1 		$4.98M Sell
52,135
-24
-0% -$2.37K 0.06% 298
2024
Q4 		$5.06M Buy
52,159
+415
+0.8% +$39.2K 0.06% 282
2024
Q3 		$4.67M Sell
51,744
-277
-0.5% -$23.6K 0.05% 305
2024
Q2 		$4.36M Sell
52,021
-1,032
-2% -$93.7K 0.05% 312
2024
Q1 		$5.18M Sell
53,053
-508
-0.9% -$48K 0.06% 284
2023
Q4 		$5.3M Buy
53,561
+684
+1% +$57.1K 0.06% 270
2023
Q3 		$4.46M Buy
+52,877
New +$4.65M 0.06% 293
2022
Q3 		– Sell
-53,179
Closed -$5.11M – 1010
2022
Q2 		$5.11M Hold
53,179
– – 0.11% 179
2022
Q1 		$6.27M Buy
+53,179
New +$6.16M 0.09% 217

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

Beacon Pointe Advisors's BMO Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Bank of Montreal (BMO) stake by 1.1% in Q2 2026, selling an estimated $94K and leaving 52,280 shares worth $9.24M. The position accounts for 0.04% of the portfolio, ranked #359.

Beacon Pointe Advisors first reported a position in BMO in Q1 2022 and has held it in 14 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Beacon Pointe Advisors held 52,280 shares of Bank of Montreal worth $9.24M as of Q2 2026.
  • Beacon Pointe Advisors sold 598 Bank of Montreal shares in Q2 2026, an estimated $94K.
  • Bank of Montreal made up 0.04% of Beacon Pointe Advisors's portfolio in Q2 2026, its #359 holding.
  • Beacon Pointe Advisors first reported a position in Bank of Montreal in Q1 2022 and has held it in 14 quarters since.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.