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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

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 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
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 47.26% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 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. 247 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.
  • 247 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.