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J.W. Cole Advisors’s Bank of Montreal BMO Stock Holding History

J.W. Cole Advisors’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 		$368K Sell
2,080
-148
-7% -$23.3K 0.01% 1168
2026
Q1 		$302K Sell
2,228
-46
-2% -$6.39K 0.01% 629
2025
Q4 		$295K Sell
2,274
-1,361
-37% -$172K 0.01% 1109
2025
Q3 		$473K Buy
3,635
+352
+11% +$41.7K 0.01% 1003
2025
Q2 		$363K Buy
3,283
+117
+4% +$11.8K 0.01% 1049
2025
Q1 		$302K Buy
+3,166
New +$313K 0.01% 959

Other funds holding BMO

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 47.26% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

J.W. Cole Advisors's BMO Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Bank of Montreal (BMO) stake by 6.6% in Q2 2026, selling an estimated $23.3K and leaving 2,080 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #1168.

J.W. Cole Advisors first reported a position in BMO in Q1 2025 and has held it in 6 quarters since. The position peaked at $473K in Q3 2025. 247 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • J.W. Cole Advisors held 2,080 shares of Bank of Montreal worth $368K as of Q2 2026.
  • J.W. Cole Advisors sold 148 Bank of Montreal shares in Q2 2026, an estimated $23.3K.
  • Bank of Montreal made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1168 holding.
  • J.W. Cole Advisors first reported a position in Bank of Montreal in Q1 2025 and has held it in 6 quarters since.
  • J.W. Cole Advisors's Bank of Montreal position peaked at $473K in Q3 2025.
  • 247 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.