CogentBlue Wealth Advisors’s Bank of Montreal BMO Stock Holding History

CogentBlue 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	$204K	Buy	+1,152	New	+$181K	0.12%	100

Other funds holding BMO

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return

CogentBlue Wealth Advisors's BMO Position: Q2 2026 in Review

CogentBlue Wealth Advisors opened a new position in Bank of Montreal (BMO) in Q2 2026: 1,152 shares worth $204K. The stake represents 0.12% of the portfolio and ranks #100 among its holdings.

126 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

CogentBlue Wealth Advisors held 1,152 shares of Bank of Montreal worth $204K as of Q2 2026.
Bank of Montreal was a new CogentBlue Wealth Advisors position in Q2 2026.
Bank of Montreal made up 0.12% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #100 holding.
126 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.