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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

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
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
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 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
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 47.26% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 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. 247 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.
  • 247 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.