Frank Rimerman Advisors’s Bank of Montreal BMO Stock Holding History

Frank Rimerman 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 Q1	$904K	Buy	6,680 +16	+0.2%	+$2.22K	0.06%	262
2025 Q4	$865K	Buy	6,664 +2,305	+53%	+$292K	0.05%	261
2025 Q3	$568K	Buy	4,359 +2	+0%	+$237	0.04%	343
2025 Q2	$482K	Buy	+4,357	New	+$439K	0.03%	351

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

Frank Rimerman Advisors's BMO Position: Q1 2026 in Review

Frank Rimerman Advisors increased its Bank of Montreal (BMO) stake by 0.24% in Q1 2026, buying an estimated $2.22K and bringing the position to 6,680 shares worth $904K. The position accounts for 0.06% of the portfolio, ranked #262.

Frank Rimerman Advisors first reported a position in BMO in Q2 2025 and has held it in 4 quarters since. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Frank Rimerman Advisors held 6,680 shares of Bank of Montreal worth $904K as of Q1 2026.
Frank Rimerman Advisors bought 16 Bank of Montreal shares in Q1 2026, an estimated $2.22K.
Bank of Montreal made up 0.06% of Frank Rimerman Advisors's portfolio in Q1 2026, its #262 holding.
Frank Rimerman Advisors first reported a position in Bank of Montreal in Q2 2025 and has held it in 4 quarters since.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.