Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Bank of Montreal BMO Stock Holding History

Cambridge Investment Research 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 		$1.9M Buy
10,732
+35
+0.3% +$5.5K ﹤0.01% 1728
2026
Q1 		$1.45M Buy
10,697
+167
+2% +$23.2K ﹤0.01% 1857
2025
Q4 		$1.37M Buy
10,530
+102
+1% +$12.9K ﹤0.01% 1858
2025
Q3 		$1.36M Sell
10,428
-196
-2% -$23.2K ﹤0.01% 1809
2025
Q2 		$1.18M Buy
10,624
+280
+3% +$28.2K ﹤0.01% 1825
2025
Q1 		$988K Sell
10,344
-511
-5% -$50.5K ﹤0.01% 1872
2024
Q4 		$1.05M Sell
10,855
-896
-8% -$84.7K ﹤0.01% 1829
2024
Q3 		$1.06M Buy
11,751
+229
+2% +$19.5K ﹤0.01% 1820
2024
Q2 		$966K Buy
11,522
+781
+7% +$70.9K ﹤0.01% 1801
2024
Q1 		$1.05M Sell
10,741
-2,327
-18% -$220K ﹤0.01% 1700
2023
Q4 		$1.29M Sell
13,068
-238
-2% -$19.9K 0.01% 1482
2023
Q3 		$1.12M Buy
13,306
+704
+6% +$61.9K 0.01% 1493
2023
Q2 		$1.14M Buy
12,602
+236
+2% +$20.9K 0.01% 1517
2023
Q1 		$1.1M Buy
12,366
+3,650
+42% +$346K 0.01% 1512
2022
Q4 		$790K Sell
8,716
-477
-5% -$44.2K ﹤0.01% 1670
2022
Q3 		$806K Buy
9,193
+511
+6% +$49.4K ﹤0.01% 1620
2022
Q2 		$835K Buy
8,682
+1,250
+17% +$133K ﹤0.01% 1594
2022
Q1 		$877K Buy
7,432
+219
+3% +$25.4K ﹤0.01% 1669
2021
Q4 		$777K Sell
7,213
-473
-6% -$51K ﹤0.01% 1755
2021
Q3 		$766K Sell
7,686
-342
-4% -$34.4K ﹤0.01% 1738
2021
Q2 		$823K Buy
+8,028
New +$792K ﹤0.01% 1685
2021
Q1 		– Sell
-8,591
Closed -$653K – 2880
2020
Q4 		$653K Sell
8,591
-206
-2% -$14.1K ﹤0.01% 1588
2020
Q3 		$514K Sell
8,797
-6,046
-41% -$350K ﹤0.01% 1581
2020
Q2 		$787K Sell
14,843
-556
-4% -$28.4K 0.01% 1272
2020
Q1 		$774K Sell
15,399
-532
-3% -$36.1K 0.01% 1115
2019
Q4 		$1.24M Sell
15,931
-1,508
-9% -$114K 0.01% 1035
2019
Q3 		$1.29M Sell
17,439
-656
-4% -$47.8K 0.01% 945
2019
Q2 		$1.36M Buy
18,095
+1,538
+9% +$118K 0.01% 886
2019
Q1 		$1.24M Buy
16,557
+519
+3% +$38.4K 0.01% 927
2018
Q4 		$1.05M Buy
16,038
+1,551
+11% +$115K 0.01% 914
2018
Q3 		$1.2M Buy
14,487
+587
+4% +$47.2K 0.01% 931
2018
Q2 		$1.07M Sell
13,900
-3,442
-20% -$265K 0.01% 935
2018
Q1 		$1.31M Sell
17,342
-505
-3% -$39.7K 0.01% 802
2017
Q4 		$1.43M Buy
17,847
+3,126
+21% +$244K 0.02% 728
2017
Q3 		$1.11M Buy
14,721
+1,018
+7% +$75.9K 0.02% 800
2017
Q2 		$1.01M Buy
+13,703
New +$970K 0.01% 809
2016
Q4 		– Sell
-14,853
Closed -$974K – 1722
2016
Q3 		$974K Buy
+14,853
New +$965K 0.02% 695
2016
Q2 		– Sell
-11,192
Closed -$679K – 1608
2016
Q1 		$679K Buy
11,192
+909
+9% +$49.8K 0.02% 739
2015
Q4 		$580K Buy
+10,283
New +$591K 0.01% 793
2015
Q3 		– Sell
-11,605
Closed -$688K – 1486
2015
Q2 		$688K Sell
11,605
-1,031
-8% -$64.7K 0.02% 659
2015
Q1 		$758K Buy
12,636
+25
+0.2% +$1.55K 0.02% 612
2014
Q4 		$892K Sell
12,611
-3,491
-22% -$250K 0.03% 533
2014
Q3 		$1.19M Buy
16,102
+267
+2% +$20.1K 0.03% 460
2014
Q2 		$1.17M Buy
15,835
+19
+0.1% +$1.32K 0.04% 411
2014
Q1 		$1.06M Buy
15,816
+824
+5% +$53.5K 0.04% 407
2013
Q4 		$999K Buy
14,992
+422
+3% +$28.7K 0.04% 400
2013
Q3 		$974K Buy
14,570
+1,487
+11% +$93.3K 0.04% 370
2013
Q2 		$759K Buy
+13,083
New +$793K 0.04% 391

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

Cambridge Investment Research Advisors's BMO Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Bank of Montreal (BMO) stake by 0.33% in Q2 2026, buying an estimated $5.5K and bringing the position to 10,732 shares worth $1.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

Cambridge Investment Research Advisors first reported a position in BMO in Q2 2013 and has held it in 48 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Cambridge Investment Research Advisors held 10,732 shares of Bank of Montreal worth $1.9M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 35 Bank of Montreal shares in Q2 2026, an estimated $5.5K.
  • Bank of Montreal made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1728 holding.
  • Cambridge Investment Research Advisors first reported a position in Bank of Montreal in Q2 2013 and has held it in 48 quarters since.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.