LJAC
BMO icon

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
Q2 		$286K Hold
1,620
– – 0.03% 274
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 $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

L.J. Altfest & Co's BMO Position: Q2 2026 in Review

L.J. Altfest & Co held its Bank of Montreal (BMO) position steady in Q2 2026 at 1,620 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #274.

L.J. Altfest & Co first reported a position in BMO in Q3 2025 and has held it in 4 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • L.J. Altfest & Co held 1,620 shares of Bank of Montreal worth $286K as of Q2 2026.
  • L.J. Altfest & Co left its Bank of Montreal share count unchanged in Q2 2026.
  • Bank of Montreal made up 0.03% of L.J. Altfest & Co's portfolio in Q2 2026, its #274 holding.
  • L.J. Altfest & Co first reported a position in Bank of Montreal in Q3 2025 and has held it in 4 quarters since.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.