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L.J. Altfest & Co’s Bank of Montreal BMO Stock Holding History

L.J. Altfest & Co’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 		$219K Hold
1,620
– – 0.02% 307
2025
Q4 		$210K Hold
1,620
– – 0.02% 317
2025
Q3 		$211K Buy
+1,620
New +$192K 0.02% 318

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

L.J. Altfest & Co's BMO Position: Q1 2026 in Review

L.J. Altfest & Co held its Bank of Montreal (BMO) position steady in Q1 2026 at 1,620 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #307.

L.J. Altfest & Co first reported a position in BMO in Q3 2025 and has held it in 3 quarters since. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • L.J. Altfest & Co held 1,620 shares of Bank of Montreal worth $219K as of Q1 2026.
  • L.J. Altfest & Co left its Bank of Montreal share count unchanged in Q1 2026.
  • Bank of Montreal made up 0.02% of L.J. Altfest & Co's portfolio in Q1 2026, its #307 holding.
  • L.J. Altfest & Co first reported a position in Bank of Montreal in Q3 2025 and has held it in 3 quarters since.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.