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Lantz Financial’s Bank of Montreal BMO Stock Holding History

Lantz Financial’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 		– Sell
-1,844
Closed -$250K – 260
2026
Q1 		$250K Sell
1,844
-397
-18% -$55.2K 0.05% 220
2025
Q4 		$291K Sell
2,241
-637
-22% -$80.7K 0.06% 210
2025
Q3 		$375K Sell
2,878
-48
-2% -$5.68K 0.08% 182
2025
Q2 		$324K Buy
2,926
+31
+1% +$3.12K 0.08% 176
2025
Q1 		$277K Sell
2,895
-125
-4% -$12.4K 0.08% 181
2024
Q4 		$293K Buy
+3,020
New +$285K 0.08% 181

Other funds holding BMO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return

Lantz Financial's BMO Position: Q2 2026 in Review

Lantz Financial sold out of Bank of Montreal (BMO) in Q2 2026, closing a stake of 1,844 shares — an estimated $250K sold.

Lantz Financial first reported a position in BMO in Q4 2024 and held it in 6 quarters. The position peaked at $375K in Q3 2025. 126 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Lantz Financial reported no remaining Bank of Montreal position as of Q2 2026 after selling out during the quarter.
  • Lantz Financial sold 1,844 Bank of Montreal shares in Q2 2026, an estimated $250K.
  • Lantz Financial first reported a position in Bank of Montreal in Q4 2024 and held it in 6 quarters.
  • Lantz Financial's Bank of Montreal position peaked at $375K in Q3 2025.
  • 126 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.