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Heck Capital Advisors’s Bank of Montreal BMO Stock Holding History

Heck Capital 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 		– Sell
-4,636
Closed -$602K – 210
2025
Q4 		$602K Buy
+4,636
New +$587K 0.04% 134
2025
Q1 		– Sell
-3,570
Closed -$346K – 308
2024
Q4 		$346K Buy
+3,570
New +$337K 0.01% 220

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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heck Capital Advisors's BMO Position: Q1 2026 in Review

Heck Capital Advisors sold out of Bank of Montreal (BMO) in Q1 2026, closing a stake of 4,636 shares — an estimated $602K sold.

Heck Capital Advisors first reported a position in BMO in Q4 2024 and held it in 2 quarters. The position peaked at $602K in Q4 2025. 637 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Heck Capital Advisors reported no remaining Bank of Montreal position as of Q1 2026 after selling out during the quarter.
  • Heck Capital Advisors sold 4,636 Bank of Montreal shares in Q1 2026, an estimated $602K.
  • Heck Capital Advisors first reported a position in Bank of Montreal in Q4 2024 and held it in 2 quarters.
  • Heck Capital Advisors's Bank of Montreal position peaked at $602K in Q4 2025.
  • 637 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Heck Capital Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.