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Fiduciary Financial Group’s Bank of Montreal BMO Stock Holding History

Fiduciary Financial Group’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 		$312K Sell
1,767
-56
-3% -$8.8K 0.04% 290
2026
Q1 		$247K Buy
1,823
+200
+12% +$27.8K 0.03% 304
2025
Q4 		$211K Buy
+1,623
New +$206K 0.03% 314

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

Fiduciary Financial Group's BMO Position: Q2 2026 in Review

Fiduciary Financial Group reduced its Bank of Montreal (BMO) stake by 3.1% in Q2 2026, selling an estimated $8.8K and leaving 1,767 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #290.

Fiduciary Financial Group first reported a position in BMO in Q4 2025 and has held it in 3 quarters since. 245 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Fiduciary Financial Group held 1,767 shares of Bank of Montreal worth $312K as of Q2 2026.
  • Fiduciary Financial Group sold 56 Bank of Montreal shares in Q2 2026, an estimated $8.8K.
  • Bank of Montreal made up 0.04% of Fiduciary Financial Group's portfolio in Q2 2026, its #290 holding.
  • Fiduciary Financial Group first reported a position in Bank of Montreal in Q4 2025 and has held it in 3 quarters since.
  • 245 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.