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Berger Financial Group’s Bank of Montreal BMO Stock Holding History

Berger Financial Group’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 		$1.66M Buy
9,393
+43
+0.5% +$6.76K 0.08% 168
2026
Q1 		$1.27M Hold
9,350
– – 0.07% 188
2025
Q4 		$1.21M Hold
9,350
– – 0.07% 192
2025
Q3 		$1.22M Sell
9,350
-181
-2% -$21.4K 0.07% 187
2025
Q2 		$1.05M Sell
9,531
-80
-0.8% -$8.06K 0.07% 187
2025
Q1 		$918K Sell
9,611
-216
-2% -$21.4K 0.06% 194
2024
Q4 		$954K Sell
9,827
-145
-1% -$13.7K 0.07% 176
2024
Q3 		$899K Sell
9,972
-105
-1% -$8.96K 0.06% 168
2024
Q2 		$845K Sell
10,077
-95
-0.9% -$8.63K 0.07% 165
2024
Q1 		$994K Buy
10,172
+1,841
+22% +$174K 0.08% 152
2023
Q4 		$824K Sell
8,331
-200
-2% -$16.7K 0.09% 131
2023
Q3 		$720K Sell
8,531
-170
-2% -$14.9K 0.08% 135
2023
Q2 		$786K Sell
8,701
-79
-0.9% -$6.98K 0.09% 125
2023
Q1 		$782K Sell
8,780
-167
-2% -$15.8K 0.09% 126
2022
Q4 		$811K Sell
8,947
-300
-3% -$27.8K 0.11% 119
2022
Q3 		$810K Buy
9,247
+323
+4% +$31.2K 0.12% 112
2022
Q2 		$858K Buy
8,924
+29
+0.3% +$3.08K 0.13% 100
2022
Q1 		$1.05M Sell
8,895
-42
-0.5% -$4.87K 0.13% 97
2021
Q4 		$963K Buy
8,937
+591
+7% +$63.7K 0.13% 107
2021
Q3 		$832K Sell
8,346
-45
-0.5% -$4.53K 0.15% 85
2021
Q2 		$861K Sell
8,391
-363
-4% -$35.8K 0.16% 84
2021
Q1 		$780K Sell
8,754
-807
-8% -$65.8K 0.17% 83
2020
Q4 		$727K Buy
+9,561
New +$654K 0.13% 106

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

Berger Financial Group's BMO Position: Q2 2026 in Review

Berger Financial Group increased its Bank of Montreal (BMO) stake by 0.46% in Q2 2026, buying an estimated $6.76K and bringing the position to 9,393 shares worth $1.66M. The position accounts for 0.08% of the portfolio, ranked #168.

Berger Financial Group first reported a position in BMO in Q4 2020 and has held it in 23 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Berger Financial Group held 9,393 shares of Bank of Montreal worth $1.66M as of Q2 2026.
  • Berger Financial Group bought 43 Bank of Montreal shares in Q2 2026, an estimated $6.76K.
  • Bank of Montreal made up 0.08% of Berger Financial Group's portfolio in Q2 2026, its #168 holding.
  • Berger Financial Group first reported a position in Bank of Montreal in Q4 2020 and has held it in 23 quarters since.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.