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Capital Analysts LLC’s Bank of Montreal BMO Stock Holding History

Capital Analysts LLC’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 		$59K Buy
333
+2
+0.6% +$314 ﹤0.01% 953
2026
Q1 		$45K Sell
331
-58
-15% -$8.06K ﹤0.01% 959
2025
Q4 		$51K Buy
389
+3
+0.8% +$380 ﹤0.01% 909
2025
Q3 		$50K Buy
386
+3
+0.8% +$355 ﹤0.01% 879
2025
Q2 		$42K Sell
383
-84
-18% -$8.46K ﹤0.01% 853
2025
Q1 		$45K Buy
467
+62
+15% +$6.13K ﹤0.01% 819
2024
Q4 		$39K Buy
405
+3
+0.7% +$284 ﹤0.01% 802
2024
Q3 		$36K Sell
402
-61
-13% -$5.2K ﹤0.01% 788
2024
Q2 		$39K Buy
463
+3
+0.7% +$272 ﹤0.01% 754
2024
Q1 		$45K Buy
460
+3
+0.7% +$283 ﹤0.01% 687
2023
Q4 		$45K Buy
457
+4
+0.9% +$334 ﹤0.01% 679
2023
Q3 		$38K Buy
453
+3
+0.7% +$264 ﹤0.01% 667
2023
Q2 		$41K Buy
450
+3
+0.7% +$265 ﹤0.01% 619
2023
Q1 		$40K Buy
447
+3
+0.7% +$285 ﹤0.01% 628
2022
Q4 		$40K Buy
444
+2
+0.5% +$185 ﹤0.01% 656
2022
Q3 		$39K Buy
442
+3
+0.7% +$290 ﹤0.01% 612
2022
Q2 		$42K Buy
439
+2
+0.5% +$213 ﹤0.01% 591
2022
Q1 		$52K Buy
437
+2
+0.5% +$232 ﹤0.01% 539
2021
Q4 		$47K Buy
435
+2
+0.5% +$216 ﹤0.01% 581
2021
Q3 		$43K Buy
433
+2
+0.5% +$201 ﹤0.01% 596
2021
Q2 		$44K Buy
431
+2
+0.5% +$197 ﹤0.01% 575
2021
Q1 		$38K Buy
+429
New +$35K ﹤0.01% 620
2015
Q1 		– Sell
-9
Closed -$662 – 386
2014
Q4 		$662 Sell
9
-12,959
-100% -$927K ﹤0.01% 391
2014
Q3 		$955K Buy
12,968
+70
+0.5% +$5.26K 0.22% 93
2014
Q2 		$949K Buy
12,898
+90
+0.7% +$6.27K 0.23% 92
2014
Q1 		$858K Buy
12,808
+751
+6% +$48.8K 0.22% 93
2013
Q4 		$804K Buy
+12,057
New +$821K 0.22% 101

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

Capital Analysts LLC's BMO Position: Q2 2026 in Review

Capital Analysts LLC increased its Bank of Montreal (BMO) stake by 0.6% in Q2 2026, buying an estimated $314 and bringing the position to 333 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #953.

Capital Analysts LLC first reported a position in BMO in Q4 2013 and has held it in 27 quarters since. The position peaked at $955K in Q3 2014. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Capital Analysts LLC held 333 shares of Bank of Montreal worth $59K as of Q2 2026.
  • Capital Analysts LLC bought 2 Bank of Montreal shares in Q2 2026, an estimated $314.
  • Bank of Montreal made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #953 holding.
  • Capital Analysts LLC first reported a position in Bank of Montreal in Q4 2013 and has held it in 27 quarters since.
  • Capital Analysts LLC's Bank of Montreal position peaked at $955K in Q3 2014.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.