Ignite Planners’s Bank of Montreal BMO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$855K Sell
4,838
-103
-2% -$16.2K 0.12% 175
2026
Q1
$667K Sell
4,941
-168
-3% -$23.3K 0.1% 196
2025
Q4
$696K Sell
5,109
-4,526
-47% -$573K 0.11% 190
2025
Q3
$1.25M Sell
9,635
-486
-5% -$57.5K 0.21% 115
2025
Q2
$1.16M Sell
10,121
-449
-4% -$45.3K 0.2% 118
2025
Q1
$1.02M Sell
10,570
-210
-2% -$20.8K 0.2% 118
2024
Q4
$1.04M Buy
10,780
+317
+3% +$30K 0.23% 98
2024
Q3
$944K Buy
10,463
+1,247
+14% +$106K 0.22% 99
2024
Q2
$772K Buy
9,216
+1,132
+14% +$103K 0.19% 112
2024
Q1
$789K Sell
8,084
-1,683
-17% -$159K 0.22% 101
2023
Q4
$956K Sell
9,767
-858
-8% -$71.6K 0.28% 89
2023
Q3
$859K Buy
+10,625
New +$934K 0.26% 96

Other funds holding BMO

Ignite Planners's BMO Position: Q2 2026 in Review

Ignite Planners reduced its Bank of Montreal (BMO) stake by 2.1% in Q2 2026, selling an estimated $16.2K and leaving 4,838 shares worth $855K. The position accounts for 0.12% of the portfolio, ranked #175.

Ignite Planners first reported a position in BMO in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.25M in Q3 2025. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Ignite Planners held 4,838 shares of Bank of Montreal worth $855K as of Q2 2026.
  • Ignite Planners sold 103 Bank of Montreal shares in Q2 2026, an estimated $16.2K.
  • Bank of Montreal made up 0.12% of Ignite Planners's portfolio in Q2 2026, its #175 holding.
  • Ignite Planners first reported a position in Bank of Montreal in Q3 2023 and has held it in 12 quarters since.
  • Ignite Planners's Bank of Montreal position peaked at $1.25M in Q3 2025.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.