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CLA (CliftonLarsonAllen) Wealth Advisors’s Bank of Montreal BMO Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		$3.9M Buy
22,055
+2,452
+13% +$385K 0.05% 115
2026
Q1 		$2.65M Buy
19,603
+111
+0.6% +$15.4K 0.04% 127
2025
Q4 		$2.53M Hold
19,492
– – 0.04% 118
2025
Q3 		$2.54M Buy
19,492
+448
+2% +$53K 0.04% 116
2025
Q2 		$2.11M Buy
+19,044
New +$1.92M 0.04% 124

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

CLA (CliftonLarsonAllen) Wealth Advisors's BMO Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its Bank of Montreal (BMO) stake by 13% in Q2 2026, buying an estimated $385K and bringing the position to 22,055 shares worth $3.9M. The position accounts for 0.05% of the portfolio, ranked #115.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in BMO in Q2 2025 and has held it in 5 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 22,055 shares of Bank of Montreal worth $3.9M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 2,452 Bank of Montreal shares in Q2 2026, an estimated $385K.
  • Bank of Montreal made up 0.05% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #115 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Bank of Montreal in Q2 2025 and has held it in 5 quarters since.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.