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Five Oceans Advisors’s Bank of Montreal BMO Stock Holding History

Five Oceans 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 		$519K Hold
2,938
– – 0.17% 75
2026
Q1 		$398K Hold
2,938
– – 0.14% 84
2025
Q4 		$381K Hold
2,938
– – 0.13% 94
2025
Q3 		$383K Sell
2,938
-4
-0.1% -$474 0.14% 86
2025
Q2 		$325K Sell
2,942
-114
-4% -$11.5K 0.14% 101
2025
Q1 		$292K Sell
3,056
-310
-9% -$30.7K 0.14% 103
2024
Q4 		$327K Buy
+3,366
New +$318K 0.15% 91
2024
Q2 		– Sell
-2,774
Closed -$271K – 182
2024
Q1 		$271K Buy
2,774
+3
+0.1% +$283 0.14% 134
2023
Q4 		$274K Sell
2,771
-7
-0.3% -$584 0.15% 117
2023
Q3 		$234K Buy
2,778
+7
+0.3% +$615 0.15% 121
2023
Q2 		$250K Sell
2,771
-180
-6% -$15.9K 0.16% 117
2023
Q1 		$263K Sell
2,951
-772
-21% -$73.2K 0.17% 111
2022
Q4 		$337K Sell
3,723
-1
-0% -$93 0.23% 92
2022
Q3 		$326K Buy
3,724
+1,008
+37% +$97.5K 0.26% 83
2022
Q2 		$261K Buy
2,716
+327
+14% +$34.7K 0.19% 99
2022
Q1 		$282K Buy
+2,389
New +$277K 0.25% 78

Other funds holding BMO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return

Five Oceans Advisors's BMO Position: Q2 2026 in Review

Five Oceans Advisors held its Bank of Montreal (BMO) position steady in Q2 2026 at 2,938 shares worth $519K. The position accounts for 0.17% of the portfolio, ranked #75.

Five Oceans Advisors first reported a position in BMO in Q1 2022 and has held it in 16 quarters since. 99 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Five Oceans Advisors held 2,938 shares of Bank of Montreal worth $519K as of Q2 2026.
  • Five Oceans Advisors left its Bank of Montreal share count unchanged in Q2 2026.
  • Bank of Montreal made up 0.17% of Five Oceans Advisors's portfolio in Q2 2026, its #75 holding.
  • Five Oceans Advisors first reported a position in Bank of Montreal in Q1 2022 and has held it in 16 quarters since.
  • 99 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.