Financial Avengers’s Bank of Montreal BMO Stock Holding History

Financial Avengers’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 Q1	$6.77K	Hold	50	–	–	﹤0.01%	119
2025 Q4	$6.49K	Hold	50	–	–	﹤0.01%	118
2025 Q3	$6.51K	Hold	50	–	–	﹤0.01%	119
2025 Q2	$5.53K	Hold	50	–	–	﹤0.01%	123
2025 Q1	$4.78K	Hold	50	–	–	﹤0.01%	130
2024 Q4	$4.85K	Hold	50	–	–	﹤0.01%	137
2024 Q3	$4.51K	Hold	50	–	–	﹤0.01%	155
2024 Q2	$4.19K	Sell	50 -50	-50%	-$4.54K	﹤0.01%	135
2024 Q1	$9.76K	Sell	100 -113	-53%	-$10.7K	0.01%	107
2023 Q4	$21.1K	Hold	213	–	–	0.01%	91
2023 Q3	$18K	Hold	213	–	–	0.01%	95
2023 Q2	$19.2K	Hold	213	–	–	0.01%	87
2023 Q1	$19K	Hold	213	–	–	0.01%	89
2022 Q4	$19.3K	Hold	213	–	–	0.02%	82
2022 Q3	$19K	Hold	213	–	–	0.02%	79
2022 Q2	$20K	Hold	213	–	–	0.02%	80
2022 Q1	$25K	Hold	213	–	–	0.02%	83
2021 Q4	$23K	Buy	213 +113	+113%	+$12.2K	0.01%	92
2021 Q3	$10K	Hold	100	–	–	0.01%	115
2021 Q2	$10K	Sell	100 -50	-33%	-$4.93K	0.01%	119
2021 Q1	$13K	Hold	150	–	–	0.01%	107
2020 Q4	$11K	Buy	+150	New	+$10.3K	0.01%	110

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Avengers's BMO Position: Q1 2026 in Review

Financial Avengers held its Bank of Montreal (BMO) position steady in Q1 2026 at 50 shares worth $6.77K. The position accounts for ﹤0.01% of the portfolio, ranked #119.

Financial Avengers first reported a position in BMO in Q4 2020 and has held it in 22 quarters since. The position peaked at $25K in Q1 2022. 635 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Financial Avengers held 50 shares of Bank of Montreal worth $6.77K as of Q1 2026.
Financial Avengers left its Bank of Montreal share count unchanged in Q1 2026.
Bank of Montreal made up ﹤0.01% of Financial Avengers's portfolio in Q1 2026, its #119 holding.
Financial Avengers first reported a position in Bank of Montreal in Q4 2020 and has held it in 22 quarters since.
Financial Avengers's Bank of Montreal position peaked at $25K in Q1 2022.
635 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Financial Avengers's 13F filing for Q1 2026, filed 19 May 2026.