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Larry Mathis Financial Planning’s Bank of Montreal BMO Stock Holding History

Larry Mathis Financial Planning’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 		$433M Buy
+2,449
New +$385K 0.35% 76

Other funds holding BMO

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
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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
JAM
JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

Larry Mathis Financial Planning's BMO Position: Q2 2026 in Review

Larry Mathis Financial Planning opened a new position in Bank of Montreal (BMO) in Q2 2026: 2,449 shares worth $433M. The stake represents 0.35% of the portfolio and ranks #76 among its holdings.

99 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Larry Mathis Financial Planning held 2,449 shares of Bank of Montreal worth $433M as of Q2 2026.
  • Bank of Montreal was a new Larry Mathis Financial Planning position in Q2 2026.
  • Bank of Montreal made up 0.35% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #76 holding.
  • 99 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.