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Concurrent Investment Advisors’s Bank of Montreal BMO Stock Holding History

Concurrent Investment 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 		$220K Sell
1,243
-732
-37% -$115K ﹤0.01% 1887
2026
Q1 		$267K Buy
1,975
+385
+24% +$53.5K ﹤0.01% 1574
2025
Q4 		$206K Buy
+1,590
New +$201K ﹤0.01% 1623

Other funds holding BMO

CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Concurrent Investment Advisors's BMO Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Bank of Montreal (BMO) stake by 37% in Q2 2026, selling an estimated $115K and leaving 1,243 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1887.

Concurrent Investment Advisors first reported a position in BMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $267K in Q1 2026. 267 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Concurrent Investment Advisors held 1,243 shares of Bank of Montreal worth $220K as of Q2 2026.
  • Concurrent Investment Advisors sold 732 Bank of Montreal shares in Q2 2026, an estimated $115K.
  • Bank of Montreal made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1887 holding.
  • Concurrent Investment Advisors first reported a position in Bank of Montreal in Q4 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's Bank of Montreal position peaked at $267K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.