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FORM Wealth Advisors’s Bank of Montreal BMO Stock Holding History

FORM Wealth 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 		$241K Sell
1,362
-165
-11% -$25.9K 0.03% 54
2026
Q1 		$207K Sell
1,527
-24
-2% -$3.33K 0.02% 57
2025
Q4 		$201K Buy
+1,551
New +$196K 0.02% 58
2025
Q2 		$214K Buy
+1,932
New +$195K 0.03% 63

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
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return

FORM Wealth Advisors's BMO Position: Q2 2026 in Review

FORM Wealth Advisors reduced its Bank of Montreal (BMO) stake by 11% in Q2 2026, selling an estimated $25.9K and leaving 1,362 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #54.

FORM Wealth Advisors first reported a position in BMO in Q2 2025 and has held it in 4 quarters since. 133 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • FORM Wealth Advisors held 1,362 shares of Bank of Montreal worth $241K as of Q2 2026.
  • FORM Wealth Advisors sold 165 Bank of Montreal shares in Q2 2026, an estimated $25.9K.
  • Bank of Montreal made up 0.03% of FORM Wealth Advisors's portfolio in Q2 2026, its #54 holding.
  • FORM Wealth Advisors first reported a position in Bank of Montreal in Q2 2025 and has held it in 4 quarters since.
  • 133 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.