CoreCap Advisors’s Bank of Montreal BMO Stock Holding History

CoreCap 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	$2.14K	Hold	12	–	–	﹤0.01%	2516
2026 Q1	$1.64K	Hold	12	–	–	﹤0.01%	2452
2025 Q4	$1.57K	Hold	12	–	–	﹤0.01%	2523
2025 Q3	$1.58K	Sell	12 -12	-50%	-$1.42K	﹤0.01%	2416
2025 Q2	$2.67K	Sell	24 -40	-63%	-$4.03K	﹤0.01%	2257
2025 Q1	$6.13K	Sell	64 -72	-53%	-$7.12K	﹤0.01%	2026
2024 Q4	$13.2K	Buy	136 +77	+131%	+$7.28K	﹤0.01%	1674
2024 Q3	$5.33K	Buy	+59	New	+$5.03K	﹤0.01%	1962
2024 Q2	–	Sell	-12	Closed	-$1.19K	–	1723
2024 Q1	$1.19K	Buy	+12	New	+$1.13K	﹤0.01%	2202
2022 Q4	$1.09K	Buy	+12	New	+$1.11K	﹤0.01%	2042
2022 Q3	–	Sell	-12	Closed	-$1K	–	715
2022 Q2	$1K	Buy	+12	New	+$1.27K	﹤0.01%	1957
2022 Q1	–	Sell	-12	Closed	-$1K	–	727
2021 Q4	$1K	Buy	+12	New	+$1.29K	﹤0.01%	2060

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

CoreCap Advisors's BMO Position: Q2 2026 in Review

CoreCap Advisors held its Bank of Montreal (BMO) position steady in Q2 2026 at 12 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #2516.

CoreCap Advisors first reported a position in BMO in Q4 2021 and has held it in 12 quarters since. The position peaked at $13.2K in Q4 2024. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

CoreCap Advisors held 12 shares of Bank of Montreal worth $2.14K as of Q2 2026.
CoreCap Advisors left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2516 holding.
CoreCap Advisors first reported a position in Bank of Montreal in Q4 2021 and has held it in 12 quarters since.
CoreCap Advisors's Bank of Montreal position peaked at $13.2K in Q4 2024.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.