DHJJ Financial Advisors’s Bank of Montreal BMO Stock Holding History

DHJJ Financial 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	$130K	Hold	736	–	–	0.04%	275
2026 Q1	$99.6K	Hold	736	–	–	0.03%	289
2025 Q4	$95.5K	Hold	736	–	–	0.03%	283
2025 Q3	$95.9K	Hold	736	–	–	0.03%	266
2025 Q2	$81.4K	Hold	736	–	–	0.03%	279
2025 Q1	$70.3K	Hold	736	–	–	0.03%	271
2024 Q4	$71.4K	Sell	736 -67	-8%	-$6.33K	0.03%	257
2024 Q3	$72.4K	Hold	803	–	–	0.03%	254
2024 Q2	$67.3K	Hold	803	–	–	0.03%	239
2024 Q1	$78.4K	Hold	803	–	–	0.03%	220
2023 Q4	$79.4K	Hold	803	–	–	0.04%	211
2023 Q3	$67.8K	Buy	+803	New	+$70.6K	0.03%	216

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

DHJJ Financial Advisors's BMO Position: Q2 2026 in Review

DHJJ Financial Advisors held its Bank of Montreal (BMO) position steady in Q2 2026 at 736 shares worth $130K. The position accounts for 0.04% of the portfolio, ranked #275.

DHJJ Financial Advisors first reported a position in BMO in Q3 2023 and has held it in 12 quarters since. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

DHJJ Financial Advisors held 736 shares of Bank of Montreal worth $130K as of Q2 2026.
DHJJ Financial Advisors left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up 0.04% of DHJJ Financial Advisors's portfolio in Q2 2026, its #275 holding.
DHJJ Financial Advisors first reported a position in Bank of Montreal in Q3 2023 and has held it in 12 quarters since.
659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.