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Independent Advisor Alliance’s Bank of Montreal BMO Stock Holding History

Independent Advisor Alliance’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 		$1.64M Sell
9,265
-405
-4% -$63.7K 0.04% 322
2026
Q1 		$1.31M Sell
9,670
-203
-2% -$28.2K 0.01% 704
2025
Q4 		$1.28M Buy
9,873
+727
+8% +$92.1K 0.03% 406
2025
Q3 		$1.19M Sell
9,146
-409
-4% -$48.4K 0.03% 409
2025
Q2 		$1.06M Buy
9,555
+553
+6% +$55.7K 0.03% 408
2025
Q1 		$860K Buy
9,002
+32
+0.4% +$3.17K 0.03% 399
2024
Q4 		$871K Buy
8,970
+649
+8% +$61.3K 0.01% 762
2024
Q3 		$751K Buy
8,321
+4,384
+111% +$374K 0.03% 384
2024
Q2 		$330K Buy
3,937
+137
+4% +$12.4K 0.01% 548
2024
Q1 		$371K Buy
3,800
+1,031
+37% +$97.3K 0.01% 522
2023
Q4 		$274K Hold
2,769
– – 0.01% 567
2023
Q3 		$234K Sell
2,769
-7
-0.3% -$615 0.01% 577
2023
Q2 		$251K Buy
2,776
+337
+14% +$29.8K 0.01% 572
2023
Q1 		$217K Buy
+2,439
New +$231K 0.01% 595
2022
Q3 		– Sell
-2,182
Closed -$210K – 628
2022
Q2 		$210K Buy
2,182
+3
+0.1% +$319 0.01% 565
2022
Q1 		$257K Hold
2,179
– – 0.01% 538
2021
Q4 		$235K Buy
2,179
+96
+5% +$10.3K 0.01% 588
2021
Q3 		$208K Buy
2,083
+32
+2% +$3.22K 0.01% 576
2021
Q2 		$210K Buy
+2,051
New +$202K 0.01% 581

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

Independent Advisor Alliance's BMO Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Bank of Montreal (BMO) stake by 4.2% in Q2 2026, selling an estimated $63.7K and leaving 9,265 shares worth $1.64M. The position accounts for 0.04% of the portfolio, ranked #322.

Independent Advisor Alliance first reported a position in BMO in Q2 2021 and has held it in 19 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Independent Advisor Alliance held 9,265 shares of Bank of Montreal worth $1.64M as of Q2 2026.
  • Independent Advisor Alliance sold 405 Bank of Montreal shares in Q2 2026, an estimated $63.7K.
  • Bank of Montreal made up 0.04% of Independent Advisor Alliance's portfolio in Q2 2026, its #322 holding.
  • Independent Advisor Alliance first reported a position in Bank of Montreal in Q2 2021 and has held it in 19 quarters since.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.