CVA Family Office’s Bank of Montreal BMO Stock Holding History

CVA Family Office’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	$444K	Hold	2,512	–	–	0.04%	212
2026 Q1	$340K	Hold	2,512	–	–	0.04%	224
2025 Q4	$326K	Hold	2,512	–	–	0.04%	225
2025 Q3	$327K	Hold	2,512	–	–	0.04%	224
2025 Q2	$278K	Sell	2,512 -13	-0.5%	-$1.31K	0.04%	238
2025 Q1	$241K	Hold	2,525	–	–	0.04%	253
2024 Q4	$245K	Hold	2,525	–	–	0.04%	238
2024 Q3	$228K	Buy	2,525 +12	+0.5%	+$1.02K	0.04%	237
2024 Q2	$211K	Hold	2,513	–	–	0.04%	233
2024 Q1	$245K	Hold	2,513	–	–	0.04%	213
2023 Q4	$249K	Sell	2,513 -10	-0.4%	-$835	0.05%	202
2023 Q3	$213K	Buy	2,523 +23	+0.9%	+$2.02K	0.05%	211
2023 Q2	$226K	Hold	2,500	–	–	0.05%	208
2023 Q1	$223K	Hold	2,500	–	–	0.05%	207
2022 Q4	$227K	Buy	+2,500	New	+$231K	0.05%	190

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

CVA Family Office's BMO Position: Q2 2026 in Review

CVA Family Office held its Bank of Montreal (BMO) position steady in Q2 2026 at 2,512 shares worth $444K. The position accounts for 0.04% of the portfolio, ranked #212.

CVA Family Office first reported a position in BMO in Q4 2022 and has held it in 15 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

CVA Family Office held 2,512 shares of Bank of Montreal worth $444K as of Q2 2026.
CVA Family Office left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up 0.04% of CVA Family Office's portfolio in Q2 2026, its #212 holding.
CVA Family Office first reported a position in Bank of Montreal in Q4 2022 and has held it in 15 quarters since.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.