Checchi Capital Advisers’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $547K | Sell |
3,097
-44
| -1% | -$6.92K | 0.02% | 344 |
|
|
2026
Q1 | $425K | Buy |
3,141
+88
| +3% | +$12.2K | 0.02% | 386 |
|
|
2025
Q4 | $396K | Sell |
3,053
-78
| -2% | -$9.88K | 0.02% | 375 |
|
|
2025
Q3 | $408K | Buy |
3,131
+109
| +4% | +$12.9K | 0.02% | 370 |
|
|
2025
Q2 | $334K | Sell |
3,022
-8
| -0.3% | -$806 | 0.02% | 428 |
|
|
2025
Q1 | $289K | Buy |
3,030
+514
| +20% | +$50.8K | 0.02% | 466 |
|
|
2024
Q4 | $244K | Buy |
+2,516
| New | +$238K | 0.01% | 491 |
|
|
2024
Q2 | – | Sell |
-2,368
| Closed | -$231K | – | 569 |
|
|
2024
Q1 | $231K | Buy |
2,368
+193
| +9% | +$18.2K | 0.02% | 513 |
|
|
2023
Q4 | $215K | Sell |
2,175
-1,002
| -32% | -$83.6K | 0.02% | 512 |
|
|
2023
Q3 | $268K | Buy |
3,177
+141
| +5% | +$12.4K | 0.02% | 434 |
|
|
2023
Q2 | $274K | Buy |
3,036
+453
| +18% | +$40K | 0.02% | 454 |
|
|
2023
Q1 | $230K | Sell |
2,583
-240
| -9% | -$22.8K | 0.02% | 497 |
|
|
2022
Q4 | $256K | Sell |
2,823
-538
| -16% | -$49.8K | 0.03% | 446 |
|
|
2022
Q3 | $295K | Buy |
3,361
+106
| +3% | +$10.3K | 0.03% | 395 |
|
|
2022
Q2 | $328K | Buy |
3,255
+349
| +12% | +$37.1K | 0.03% | 398 |
|
|
2022
Q1 | $343K | Buy |
2,906
+282
| +11% | +$32.7K | 0.03% | 366 |
|
|
2021
Q4 | $283K | Sell |
2,624
-82
| -3% | -$8.84K | 0.02% | 404 |
|
|
2021
Q3 | $270K | Buy |
2,706
+76
| +3% | +$7.65K | 0.03% | 396 |
|
|
2021
Q2 | $270K | Buy |
2,630
+362
| +16% | +$35.7K | 0.03% | 415 |
|
|
2021
Q1 | $202K | Buy |
+2,268
| New | +$185K | 0.02% | 485 |
|
|
2020
Q3 | – | Sell |
-3,812
| Closed | -$202K | – | 458 |
|
|
2020
Q2 | $202K | Buy |
+3,812
| New | +$194K | 0.02% | 409 |
|
|
2020
Q1 | – | Sell |
-2,781
| Closed | -$216K | – | 402 |
|
|
2019
Q4 | $216K | Buy |
+2,781
| New | +$209K | 0.03% | 393 |
|
|
2018
Q4 | – | Sell |
-3,402
| Closed | -$281K | – | 387 |
|
|
2018
Q3 | $281K | Buy |
3,402
+314
| +10% | +$25.3K | 0.03% | 333 |
|
|
2018
Q2 | $239K | Buy |
3,088
+7
| +0.2% | +$539 | 0.03% | 343 |
|
|
2018
Q1 | $233K | Buy |
3,081
+30
| +1% | +$2.36K | 0.03% | 349 |
|
|
2017
Q4 | $244K | Buy |
+3,051
| New | +$238K | 0.03% | 343 |
|
|
2017
Q3 | – | Sell |
-2,856
| Closed | -$210K | – | 385 |
|
|
2017
Q2 | $210K | Sell |
2,856
-64
| -2% | -$4.53K | 0.02% | 346 |
|
|
2017
Q1 | $218K | Buy |
2,920
+70
| +2% | +$5.29K | 0.03% | 357 |
|
|
2016
Q4 | $205K | Buy |
+2,850
| New | +$190K | 0.03% | 350 |
|
|
2016
Q3 | – | Sell |
-2,847
| Closed | -$180K | – | 494 |
|
|
2016
Q2 | $180K | Hold |
2,847
| – | – | 0.02% | 368 |
|
|
2016
Q1 | $173K | Buy |
+2,847
| New | +$156K | 0.04% | 386 |
|
|
2015
Q1 | – | Sell |
-2,987
| Closed | -$211K | – | 359 |
|
|
2014
Q4 | $211K | Buy |
+2,987
| New | +$214K | 0.08% | 280 |
|
|
2014
Q3 | – | Sell |
-3,221
| Closed | -$237K | – | 284 |
|
|
2014
Q2 | $237K | Buy |
+3,221
| New | +$225K | 0.11% | 195 |
|
Other funds holding BMO
TWC
CCMIC
AC
AIMCA
Checchi Capital Advisers's BMO Position: Q2 2026 in Review
Checchi Capital Advisers reduced its Bank of Montreal (BMO) stake by 1.4% in Q2 2026, selling an estimated $6.92K and leaving 3,097 shares worth $547K. The position accounts for 0.02% of the portfolio, ranked #344.
Checchi Capital Advisers first reported a position in BMO in Q2 2014 and has held it in 33 quarters since. 349 funds tracked by Wall St. Rank hold BMO as of Q2 2026.
- Checchi Capital Advisers held 3,097 shares of Bank of Montreal worth $547K as of Q2 2026.
- Checchi Capital Advisers sold 44 Bank of Montreal shares in Q2 2026, an estimated $6.92K.
- Bank of Montreal made up 0.02% of Checchi Capital Advisers's portfolio in Q2 2026, its #344 holding.
- Checchi Capital Advisers first reported a position in Bank of Montreal in Q2 2014 and has held it in 33 quarters since.
- 349 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.
Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.