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ERn Financial LLC’s Bank of Montreal BMO Stock Holding History

ERn Financial LLC’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 		$348K Buy
1,971
+291
+17% +$45.7K 0.06% 125
2026
Q1 		$227K Hold
1,680
– – 0.04% 138
2025
Q4 		$218K Hold
1,680
– – 0.04% 141
2025
Q3 		$219K Buy
+1,680
New +$199K 0.04% 135
2022
Q2 		– Sell
-1,851
Closed -$218K – 170
2022
Q1 		$218K Buy
+1,851
New +$215K 0.05% 161

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

ERn Financial LLC's BMO Position: Q2 2026 in Review

ERn Financial LLC increased its Bank of Montreal (BMO) stake by 17% in Q2 2026, buying an estimated $45.7K and bringing the position to 1,971 shares worth $348K. The position accounts for 0.06% of the portfolio, ranked #125.

ERn Financial LLC first reported a position in BMO in Q1 2022 and has held it in 5 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • ERn Financial LLC held 1,971 shares of Bank of Montreal worth $348K as of Q2 2026.
  • ERn Financial LLC bought 291 Bank of Montreal shares in Q2 2026, an estimated $45.7K.
  • Bank of Montreal made up 0.06% of ERn Financial LLC's portfolio in Q2 2026, its #125 holding.
  • ERn Financial LLC first reported a position in Bank of Montreal in Q1 2022 and has held it in 5 quarters since.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on ERn Financial LLC's 13F filing for Q2 2026, filed 23 Jul 2026.