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 Q2	$1.18M	Buy	6,702 +22	+0.3%	+$3.46K	0.07%	212
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 $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Frank Rimerman Advisors's BMO Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Bank of Montreal (BMO) stake by 0.33% in Q2 2026, buying an estimated $3.46K and bringing the position to 6,702 shares worth $1.18M. The position accounts for 0.07% of the portfolio, ranked #212.

Frank Rimerman Advisors first reported a position in BMO in Q2 2025 and has held it in 5 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Frank Rimerman Advisors held 6,702 shares of Bank of Montreal worth $1.18M as of Q2 2026.
Frank Rimerman Advisors bought 22 Bank of Montreal shares in Q2 2026, an estimated $3.46K.
Bank of Montreal made up 0.07% of Frank Rimerman Advisors's portfolio in Q2 2026, its #212 holding.
Frank Rimerman Advisors first reported a position in Bank of Montreal in Q2 2025 and has held it in 5 quarters since.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.