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CX Institutional’s Bank of Montreal BMO Stock Holding History

CX Institutional’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 		$98K Sell
554
-16
-3% -$2.52K ﹤0.01% 865
2026
Q1 		$77K Hold
570
– – ﹤0.01% 897
2025
Q4 		$74K Sell
570
-173
-23% -$21.9K ﹤0.01% 901
2025
Q3 		$97K Buy
743
+302
+68% +$35.8K ﹤0.01% 826
2025
Q2 		$49K Hold
441
– – ﹤0.01% 856
2025
Q1 		$42K Buy
+441
New +$43.6K ﹤0.01% 859
2022
Q3 		– Sell
-33
Closed -$3K – 534
2022
Q2 		$3K Buy
+33
New +$3.51K ﹤0.01% 1060

Other funds holding BMO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return

CX Institutional's BMO Position: Q2 2026 in Review

CX Institutional reduced its Bank of Montreal (BMO) stake by 2.8% in Q2 2026, selling an estimated $2.52K and leaving 554 shares worth $98K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

CX Institutional first reported a position in BMO in Q2 2022 and has held it in 7 quarters since. 133 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • CX Institutional held 554 shares of Bank of Montreal worth $98K as of Q2 2026.
  • CX Institutional sold 16 Bank of Montreal shares in Q2 2026, an estimated $2.52K.
  • Bank of Montreal made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #865 holding.
  • CX Institutional first reported a position in Bank of Montreal in Q2 2022 and has held it in 7 quarters since.
  • 133 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.