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 Q3	$2.03K	Hold	12	–	–	﹤0.01%	2495
2026 Q2	$2.14K	Hold	12	–	–	﹤0.01%	2516
2026 Q1	$1.64K	Hold	12	–	–	﹤0.01%	2452
2025 Q4	$1.58K	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	$6.12K	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	-$1.18K	–	1723
2024 Q1	$1.18K	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	+$1.28K	﹤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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

Rempart Asset Management Montreal, Canada $488M AUM 18.34% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

CoreCap Advisors's BMO Position: Q3 2026 in Review

CoreCap Advisors held its Bank of Montreal (BMO) position steady in Q3 2026 at 12 shares worth $2.03K. The position accounts for ﹤0.01% of the portfolio, ranked #2495.

CoreCap Advisors first reported a position in BMO in Q4 2021 and has held it in 13 quarters since. The position peaked at $13.2K in Q4 2024. 138 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

CoreCap Advisors held 12 shares of Bank of Montreal worth $2.03K as of Q3 2026.
CoreCap Advisors left its Bank of Montreal share count unchanged in Q3 2026.
Bank of Montreal made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2495 holding.
CoreCap Advisors first reported a position in Bank of Montreal in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's Bank of Montreal position peaked at $13.2K in Q4 2024.
138 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.