Cetera Investment Advisers
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Cetera Investment Advisers’s Bank of Montreal BMO Stock Holding History

Cetera Investment Advisers’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 		$5.93M Sell
33,551
-15,117
-31% -$2.38M 0.01% 1497
2026
Q1 		$6.59M Sell
48,668
-3,299
-6% -$458K 0.01% 1325
2025
Q4 		$6.74M Buy
51,967
+1,044
+2% +$132K 0.01% 1262
2025
Q3 		$6.63M Buy
50,923
+8,243
+19% +$976K 0.01% 1214
2025
Q2 		$4.72M Sell
42,680
-13,192
-24% -$1.33M 0.01% 1230
2025
Q1 		$5.34M Buy
55,872
+127
+0.2% +$12.6K 0.01% 1067
2024
Q4 		$5.41M Buy
55,745
+36,195
+185% +$3.42M 0.01% 993
2024
Q3 		$1.76M Buy
19,550
+410
+2% +$35K ﹤0.01% 1714
2024
Q2 		$1.6M Buy
19,140
+1,969
+11% +$179K ﹤0.01% 1738
2024
Q1 		$1.68M Buy
17,171
+14,076
+455% +$1.33M ﹤0.01% 1689
2023
Q4 		$306K Sell
3,095
-265
-8% -$22.1K ﹤0.01% 1774
2023
Q3 		$283K Sell
3,360
-805
-19% -$70.8K ﹤0.01% 1766
2023
Q2 		$376K Buy
4,165
+34
+0.8% +$3K ﹤0.01% 1605
2023
Q1 		$368K Buy
4,131
+779
+23% +$73.9K ﹤0.01% 1593
2022
Q4 		$304K Sell
3,352
-119
-3% -$11K ﹤0.01% 1660
2022
Q3 		$304K Buy
3,471
+417
+14% +$40.3K 0.01% 1262
2022
Q2 		$294K Sell
3,054
-302
-9% -$32.1K ﹤0.01% 1428
2022
Q1 		$396K Sell
3,356
-420
-11% -$48.7K 0.01% 1323
2021
Q4 		$407K Buy
3,776
+114
+3% +$12.3K 0.01% 1310
2021
Q3 		$365K Sell
3,662
-536
-13% -$54K 0.01% 1317
2021
Q2 		$431K Buy
4,198
+956
+29% +$94.4K 0.01% 1210
2021
Q1 		$289K Sell
3,242
-72
-2% -$5.87K 0.01% 1270
2020
Q4 		$252K Buy
+3,314
New +$227K 0.01% 1339

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

Cetera Investment Advisers's BMO Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Bank of Montreal (BMO) stake by 31% in Q2 2026, selling an estimated $2.38M and leaving 33,551 shares worth $5.93M. The position accounts for 0.01% of the portfolio, ranked #1497.

Cetera Investment Advisers first reported a position in BMO in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.74M in Q4 2025. 658 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Cetera Investment Advisers held 33,551 shares of Bank of Montreal worth $5.93M as of Q2 2026.
  • Cetera Investment Advisers sold 15,117 Bank of Montreal shares in Q2 2026, an estimated $2.38M.
  • Bank of Montreal made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1497 holding.
  • Cetera Investment Advisers first reported a position in Bank of Montreal in Q4 2020 and has held it in 23 quarters since.
  • Cetera Investment Advisers's Bank of Montreal position peaked at $6.74M in Q4 2025.
  • 658 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.