IFG Advisory’s Bank of Montreal BMO Stock Holding History

IFG Advisory’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 Q3	$524K	Sell	3,133 -1,084	-26%	-$191K	0.02%	603
2026 Q2	$745K	Buy	4,217 +3,767	+837%	+$592K	0.03%	491
2026 Q1	$60.9K	Sell	450 -6,947	-94%	-$965K	0.17%	122
2025 Q4	$960K	Sell	7,397 -2,419	-25%	-$306K	0.04%	367
2025 Q3	$1.28M	Sell	9,816 -3,284	-25%	-$389K	0.06%	317
2025 Q2	$1.45M	Buy	13,100 +242	+2%	+$24.4K	0.07%	278
2025 Q1	$1.23M	Hold	12,858	–	–	0.07%	286
2024 Q4	$1.25M	Sell	12,858 -456	-3%	-$43.1K	0.07%	263
2024 Q3	$1.2M	Sell	13,314 -207	-2%	-$17.7K	0.08%	256
2024 Q2	$1.13M	Buy	13,521 +399	+3%	+$36.2K	0.07%	260
2024 Q1	$1.28M	Sell	13,122 -649	-5%	-$61.3K	0.1%	226
2023 Q4	$1.36M	Sell	13,771 -7	-0.1%	-$584	0.1%	218
2023 Q3	$1.16M	Sell	13,778 -204	-1%	-$17.9K	0.1%	213
2023 Q2	$1.26M	Hold	13,982	–	–	0.11%	201
2023 Q1	$1.25M	Buy	13,982 +9,604	+219%	+$911K	0.12%	197
2022 Q4	$396K	Buy	4,378 +1,798	+70%	+$166K	0.04%	354
2022 Q3	$226K	Buy	+2,580	New	+$249K	0.02%	470

Other funds holding BMO

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

IFG Advisory's BMO Position: Q3 2026 in Review

IFG Advisory reduced its Bank of Montreal (BMO) stake by 26% in Q3 2026, selling an estimated $191K and leaving 3,133 shares worth $524K. The position accounts for 0.02% of the portfolio, ranked #603.

IFG Advisory first reported a position in BMO in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.45M in Q2 2025. 355 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

IFG Advisory held 3,133 shares of Bank of Montreal worth $524K as of Q3 2026.
IFG Advisory sold 1,084 Bank of Montreal shares in Q3 2026, an estimated $191K.
Bank of Montreal made up 0.02% of IFG Advisory's portfolio in Q3 2026, its #603 holding.
IFG Advisory first reported a position in Bank of Montreal in Q3 2022 and has held it in 17 quarters since.
IFG Advisory's Bank of Montreal position peaked at $1.45M in Q2 2025.
355 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.