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Frazier Financial Advisors’s Bank of Montreal BMO Stock Holding History

Frazier Financial 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 		– Sell
-3
Closed -$407 – 648
2026
Q1 		$407 Buy
+3
New +$417 ﹤0.01% 735
2024
Q3 		– Sell
-42
Closed -$3.52K – 879
2024
Q2 		$3.52K Buy
42
+8
+24% +$726 ﹤0.01% 699
2024
Q1 		$3.32K Hold
34
– – ﹤0.01% 681
2023
Q4 		$3.36K Buy
+34
New +$2.84K ﹤0.01% 584

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Frazier Financial Advisors's BMO Position: Q2 2026 in Review

Frazier Financial Advisors sold out of Bank of Montreal (BMO) in Q2 2026, closing a stake of 3 shares — an estimated $407 sold.

Frazier Financial Advisors first reported a position in BMO in Q4 2023 and held it in 4 quarters. The position peaked at $3.52K in Q2 2024. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Frazier Financial Advisors reported no remaining Bank of Montreal position as of Q2 2026 after selling out during the quarter.
  • Frazier Financial Advisors sold 3 Bank of Montreal shares in Q2 2026, an estimated $407.
  • Frazier Financial Advisors first reported a position in Bank of Montreal in Q4 2023 and held it in 4 quarters.
  • Frazier Financial Advisors's Bank of Montreal position peaked at $3.52K in Q2 2024.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.