Creative Financial Designs’s Bank of Montreal BMO Stock Holding History

Creative Financial Designs’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	$1.06K	Hold	6	–	–	﹤0.01%	2017
2026 Q1	$812	Hold	6	–	–	﹤0.01%	1930
2025 Q4	$779	Hold	6	–	–	﹤0.01%	1843
2025 Q3	$782	Buy	+6	New	+$710	﹤0.01%	1851
2024 Q2	–	Sell	-56	Closed	-$5.47K	–	1651
2024 Q1	$5.47K	Buy	56 +1	+2%	+$94	﹤0.01%	1282
2023 Q4	$5.47K	Hold	55	–	–	﹤0.01%	1247
2023 Q3	$4.6K	Buy	55 +1	+2%	+$88	﹤0.01%	1205
2023 Q2	$4.86K	Buy	54 +1	+2%	+$88	﹤0.01%	1184
2023 Q1	$4.74K	Hold	53	–	–	﹤0.01%	1123
2022 Q4	$4.77K	Buy	53 +1	+2%	+$93	﹤0.01%	1048
2022 Q3	$5K	Hold	52	–	–	﹤0.01%	1020
2022 Q2	$5K	Buy	52 +1	+2%	+$106	﹤0.01%	988
2022 Q1	$6K	Buy	+51	New	+$5.91K	﹤0.01%	997
2021 Q4	–	Sell	-59	Closed	-$6K	–	1229
2021 Q3	$6K	Hold	59	–	–	﹤0.01%	1105
2021 Q2	$6K	Hold	59	–	–	﹤0.01%	1112
2021 Q1	$5K	Hold	59	–	–	﹤0.01%	1045
2020 Q4	$4K	Hold	59	–	–	﹤0.01%	1013
2020 Q3	$3K	Buy	+59	New	+$3.42K	﹤0.01%	1011
2017 Q4	–	Sell	-46	Closed	-$3K	–	701
2017 Q3	$3K	Hold	46	–	–	﹤0.01%	573
2017 Q2	$3K	Hold	46	–	–	﹤0.01%	579
2017 Q1	$3K	Hold	46	–	–	﹤0.01%	542
2016 Q4	$3K	Buy	+46	New	+$3.07K	﹤0.01%	526

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

Creative Financial Designs's BMO Position: Q2 2026 in Review

Creative Financial Designs held its Bank of Montreal (BMO) position steady in Q2 2026 at 6 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #2017.

Creative Financial Designs first reported a position in BMO in Q4 2016 and has held it in 22 quarters since. The position peaked at $6K in Q1 2022. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Creative Financial Designs held 6 shares of Bank of Montreal worth $1.06K as of Q2 2026.
Creative Financial Designs left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2017 holding.
Creative Financial Designs first reported a position in Bank of Montreal in Q4 2016 and has held it in 22 quarters since.
Creative Financial Designs's Bank of Montreal position peaked at $6K in Q1 2022.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.