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Continuum Advisory’s Bank of Montreal BMO Stock Holding History

Continuum Advisory’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 		$3.18K Buy
+18
New +$2.83K ﹤0.01% 1606
2024
Q2 		– Sell
-8
Closed -$746 – 1713
2024
Q1 		$746 Buy
+8
New +$755 ﹤0.01% 1523

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

Continuum Advisory's BMO Position: Q2 2026 in Review

Continuum Advisory opened a new position in Bank of Montreal (BMO) in Q2 2026: 18 shares worth $3.18K. The stake represents ﹤0.01% of the portfolio and ranks #1606 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in BMO as recently as Q1 2024.

Continuum Advisory first reported a position in BMO in Q1 2024 and has held it in 2 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Continuum Advisory held 18 shares of Bank of Montreal worth $3.18K as of Q2 2026.
  • Bank of Montreal was a new Continuum Advisory position in Q2 2026.
  • Bank of Montreal made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1606 holding.
  • Continuum Advisory first reported a position in Bank of Montreal in Q1 2024 and has held it in 2 quarters since.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.