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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
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 $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Independent Advisor Alliance's BMO Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Bank of Montreal (BMO) stake by 2.1% in Q1 2026, selling an estimated $28.2K and leaving 9,670 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #704.

Independent Advisor Alliance first reported a position in BMO in Q2 2021 and has held it in 18 quarters since. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Independent Advisor Alliance held 9,670 shares of Bank of Montreal worth $1.31M as of Q1 2026.
  • Independent Advisor Alliance sold 203 Bank of Montreal shares in Q1 2026, an estimated $28.2K.
  • Bank of Montreal made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #704 holding.
  • Independent Advisor Alliance first reported a position in Bank of Montreal in Q2 2021 and has held it in 18 quarters since.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.