IFG
BMO icon

Independent Financial Group’s Bank of Montreal BMO Stock Holding History

Independent Financial Group’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 		$299K Hold
1,690
– – 0.01% 1247
2026
Q1 		$229K Sell
1,690
-1
-0.1% -$139 0.01% 1313
2025
Q4 		$219K Sell
1,691
-130
-7% -$16.5K ﹤0.01% 1303
2025
Q3 		$237K Buy
+1,821
New +$216K 0.01% 1204
2024
Q2 		– Sell
-2,156
Closed -$211K – 1095
2024
Q1 		$211K Hold
2,156
– – 0.01% 938
2023
Q4 		$213K Sell
2,156
-310
-13% -$25.9K 0.01% 867
2023
Q3 		$208K Buy
+2,466
New +$217K 0.01% 815

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 Financial Group's BMO Position: Q2 2026 in Review

Independent Financial Group held its Bank of Montreal (BMO) position steady in Q2 2026 at 1,690 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #1247.

Independent Financial Group first reported a position in BMO in Q3 2023 and has held it in 7 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Independent Financial Group held 1,690 shares of Bank of Montreal worth $299K as of Q2 2026.
  • Independent Financial Group left its Bank of Montreal share count unchanged in Q2 2026.
  • Bank of Montreal made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1247 holding.
  • Independent Financial Group first reported a position in Bank of Montreal in Q3 2023 and has held it in 7 quarters since.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.