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

Callan 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	$1.38M	Buy	7,810 +2	+0%	+$314	0.03%	508
2026 Q1	$1.06M	Sell	7,808 -29	-0.4%	-$4.03K	0.02%	545
2025 Q4	$1.02M	Buy	7,837 +6,050	+339%	+$766K	0.02%	543
2025 Q3	$233K	Buy	+1,787	New	+$212K	0.01%	783

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

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

Callan Family Office increased its Bank of Montreal (BMO) stake by 0.03% in Q2 2026, buying an estimated $314 and bringing the position to 7,810 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #508.

Callan Family Office first reported a position in BMO in Q3 2025 and has held it in 4 quarters since. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Callan Family Office held 7,810 shares of Bank of Montreal worth $1.38M as of Q2 2026.
Callan Family Office bought 2 Bank of Montreal shares in Q2 2026, an estimated $314.
Bank of Montreal made up 0.03% of Callan Family Office's portfolio in Q2 2026, its #508 holding.
Callan Family Office first reported a position in Bank of Montreal in Q3 2025 and has held it in 4 quarters since.
659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.