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Great Valley Advisor Group’s Bank of Montreal BMO Stock Holding History

Great Valley Advisor 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 		$966K Sell
5,469
-115
-2% -$18.1K 0.02% 556
2026
Q1 		$756K Buy
5,584
+1
+0% +$139 0.01% 562
2025
Q4 		$725K Sell
5,583
-1
-0% -$127 0.01% 543
2025
Q3 		$728K Buy
5,584
+69
+1% +$8.17K 0.01% 542
2025
Q2 		$611K Sell
5,515
-1,096
-17% -$110K 0.01% 559
2025
Q1 		$631K Buy
6,611
+400
+6% +$39.6K 0.01% 537
2024
Q4 		$603K Buy
6,211
+1
+0% +$95 0.01% 542
2024
Q3 		$560K Buy
6,210
+252
+4% +$21.5K 0.01% 538
2024
Q2 		$500K Sell
5,958
-100
-2% -$9.08K 0.01% 529
2024
Q1 		$592K Buy
6,058
+1,905
+46% +$180K 0.02% 455
2023
Q4 		$411K Buy
4,153
+1
+0% +$83 0.01% 501
2023
Q3 		$350K Buy
4,152
+67
+2% +$5.89K 0.01% 516
2023
Q2 		$369K Buy
4,085
+96
+2% +$8.49K 0.02% 509
2023
Q1 		$355K Sell
3,989
-275
-6% -$26.1K 0.02% 499
2022
Q4 		$386K Buy
4,264
+538
+14% +$49.8K 0.02% 490
2022
Q3 		$327K Sell
3,726
-20
-0.5% -$1.93K 0.02% 511
2022
Q2 		$360K Buy
3,746
+30
+0.8% +$3.19K 0.02% 507
2022
Q1 		$438K Buy
3,716
+97
+3% +$11.2K 0.03% 415
2021
Q4 		$390K Sell
3,619
-171
-5% -$18.4K 0.02% 438
2021
Q3 		$378K Buy
3,790
+3
+0.1% +$302 0.03% 419
2021
Q2 		$388K Buy
3,787
+18
+0.5% +$1.78K 0.03% 400
2021
Q1 		$336K Buy
3,769
+3
+0.1% +$245 0.03% 382
2020
Q4 		$286K Buy
3,766
+53
+1% +$3.63K 0.03% 379
2020
Q3 		$217K Buy
+3,713
New +$215K 0.03% 391

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

Great Valley Advisor Group's BMO Position: Q2 2026 in Review

Great Valley Advisor Group reduced its Bank of Montreal (BMO) stake by 2.1% in Q2 2026, selling an estimated $18.1K and leaving 5,469 shares worth $966K. The position accounts for 0.02% of the portfolio, ranked #556.

Great Valley Advisor Group first reported a position in BMO in Q3 2020 and has held it in 24 quarters since. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Great Valley Advisor Group held 5,469 shares of Bank of Montreal worth $966K as of Q2 2026.
  • Great Valley Advisor Group sold 115 Bank of Montreal shares in Q2 2026, an estimated $18.1K.
  • Bank of Montreal made up 0.02% of Great Valley Advisor Group's portfolio in Q2 2026, its #556 holding.
  • Great Valley Advisor Group first reported a position in Bank of Montreal in Q3 2020 and has held it in 24 quarters since.
  • 659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.