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Carter Financial Group’s Bank of Montreal BMO Stock Holding History

Carter Financial Group’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 		$201K Buy
+1,135
New +$178K 0.1% 130
2025
Q4 		– Sell
-1,876
Closed -$244K – 123
2025
Q3 		$244K Buy
+1,876
New +$222K 0.15% 99

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

Carter Financial Group's BMO Position: Q2 2026 in Review

Carter Financial Group opened a new position in Bank of Montreal (BMO) in Q2 2026: 1,135 shares worth $201K. The stake represents 0.1% of the portfolio and ranks #130 among its holdings. This is a return to the name: Carter Financial Group previously reported a position in BMO as recently as Q3 2025.

Carter Financial Group first reported a position in BMO in Q3 2025 and has held it in 2 quarters since. The position peaked at $244K in Q3 2025. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Carter Financial Group held 1,135 shares of Bank of Montreal worth $201K as of Q2 2026.
  • Bank of Montreal was a new Carter Financial Group position in Q2 2026.
  • Bank of Montreal made up 0.1% of Carter Financial Group's portfolio in Q2 2026, its #130 holding.
  • Carter Financial Group first reported a position in Bank of Montreal in Q3 2025 and has held it in 2 quarters since.
  • Carter Financial Group's Bank of Montreal position peaked at $244K in Q3 2025.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.