Biltmore Family Office’s Bank of Montreal BMO Stock Holding History

Biltmore Family Office’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	$770K	Hold	4,360	–	–	0.1%	131
2026 Q1	$590K	Hold	4,360	–	–	0.08%	146
2025 Q4	$566K	Hold	4,360	–	–	0.08%	142
2025 Q3	$568K	Hold	4,360	–	–	0.08%	136
2025 Q2	$482K	Hold	4,360	–	–	0.08%	127
2025 Q1	$416K	Hold	4,360	–	–	0.07%	146
2024 Q4	$423K	Hold	4,360	–	–	0.07%	134
2024 Q3	$393K	Buy	4,360 +13	+0.3%	+$1.11K	0.07%	148
2024 Q2	$364K	Buy	4,347 +13	+0.3%	+$1.18K	0.07%	141
2024 Q1	$423K	Hold	4,334	–	–	0.08%	124
2023 Q4	$429K	Buy	4,334 +54	+1%	+$4.51K	0.09%	123
2023 Q3	$361K	Hold	4,280	–	–	0.08%	136
2023 Q2	$387K	Sell	4,280 -7	-0.2%	-$619	0.08%	132
2023 Q1	$382K	Buy	4,287 +7	+0.2%	+$664	0.08%	159
2022 Q4	$388K	Buy	+4,280	New	+$396K	0.08%	158

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

Biltmore Family Office's BMO Position: Q2 2026 in Review

Biltmore Family Office held its Bank of Montreal (BMO) position steady in Q2 2026 at 4,360 shares worth $770K. The position accounts for 0.1% of the portfolio, ranked #131.

Biltmore Family Office first reported a position in BMO in Q4 2022 and has held it in 15 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Biltmore Family Office held 4,360 shares of Bank of Montreal worth $770K as of Q2 2026.
Biltmore Family Office left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up 0.1% of Biltmore Family Office's portfolio in Q2 2026, its #131 holding.
Biltmore Family Office first reported a position in Bank of Montreal in Q4 2022 and has held it in 15 quarters since.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.