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Cardinal Point Capital Management’s Bank of Montreal BMO Stock Holding History

Cardinal Point Capital Management’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 		$31M Sell
175,545
-1,129
-0.6% -$177K 1.75% 15
2026
Q1 		$23.9M Sell
176,674
-1,814
-1% -$252K 1.46% 20
2025
Q4 		$23.2M Buy
178,488
+1,041
+0.6% +$132K 1.52% 17
2025
Q3 		$23.1M Sell
177,447
-4,956
-3% -$587K 1.62% 16
2025
Q2 		$20.2M Sell
182,403
-975
-0.5% -$98.3K 1.6% 16
2025
Q1 		$17.4M Buy
+183,378
New +$18.1M 1.6% 14

Other funds holding BMO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
JAM
JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

Cardinal Point Capital Management's BMO Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its Bank of Montreal (BMO) stake by 0.64% in Q2 2026, selling an estimated $177K and leaving 175,545 shares worth $31M. The position accounts for 1.75% of the portfolio, ranked #15.

Cardinal Point Capital Management first reported a position in BMO in Q1 2025 and has held it in 6 quarters since. 99 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Cardinal Point Capital Management held 175,545 shares of Bank of Montreal worth $31M as of Q2 2026.
  • Cardinal Point Capital Management sold 1,129 Bank of Montreal shares in Q2 2026, an estimated $177K.
  • Bank of Montreal made up 1.75% of Cardinal Point Capital Management's portfolio in Q2 2026, its #15 holding.
  • Cardinal Point Capital Management first reported a position in Bank of Montreal in Q1 2025 and has held it in 6 quarters since.
  • 99 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.