Frisch Financial Group’s Bank of Montreal BMO Stock Holding History

Frisch Financial Group’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	$358K	Buy	+2,028	New	+$319K	0.06%	133

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

Frisch Financial Group's BMO Position: Q2 2026 in Review

Frisch Financial Group opened a new position in Bank of Montreal (BMO) in Q2 2026: 2,028 shares worth $358K. The stake represents 0.06% of the portfolio and ranks #133 among its holdings.

655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Frisch Financial Group held 2,028 shares of Bank of Montreal worth $358K as of Q2 2026.
Bank of Montreal was a new Frisch Financial Group position in Q2 2026.
Bank of Montreal made up 0.06% of Frisch Financial Group's portfolio in Q2 2026, its #133 holding.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Frisch Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.