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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
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 $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berger Financial Group's BMO Position: Q1 2026 in Review

Berger Financial Group held its Bank of Montreal (BMO) position steady in Q1 2026 at 9,350 shares worth $1.27M. The position accounts for 0.07% of the portfolio, ranked #188.

Berger Financial Group first reported a position in BMO in Q4 2020 and has held it in 22 quarters since. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Berger Financial Group held 9,350 shares of Bank of Montreal worth $1.27M as of Q1 2026.
  • Berger Financial Group left its Bank of Montreal share count unchanged in Q1 2026.
  • Bank of Montreal made up 0.07% of Berger Financial Group's portfolio in Q1 2026, its #188 holding.
  • Berger Financial Group first reported a position in Bank of Montreal in Q4 2020 and has held it in 22 quarters since.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.