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Larson Financial Group’s Bank of Montreal BMO Stock Holding History

Larson Financial Group’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 		$83.2K Buy
471
+84
+22% +$13.2K ﹤0.01% 1274
2026
Q1 		$52.4K Buy
387
+70
+22% +$9.73K ﹤0.01% 1328
2025
Q4 		$41.1K Buy
317
+79
+33% +$10K ﹤0.01% 1333
2025
Q3 		$31K Buy
238
+196
+467% +$23.2K ﹤0.01% 1401
2025
Q2 		$4.65K Sell
42
-151
-78% -$15.2K ﹤0.01% 2100
2025
Q1 		$18.4K Buy
+193
New +$19.1K ﹤0.01% 1399
2024
Q2 		– Sell
-250
Closed -$24.4K – 2435
2024
Q1 		$24.4K Buy
+250
New +$23.6K ﹤0.01% 841

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

Larson Financial Group's BMO Position: Q2 2026 in Review

Larson Financial Group increased its Bank of Montreal (BMO) stake by 22% in Q2 2026, buying an estimated $13.2K and bringing the position to 471 shares worth $83.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

Larson Financial Group first reported a position in BMO in Q1 2024 and has held it in 7 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Larson Financial Group held 471 shares of Bank of Montreal worth $83.2K as of Q2 2026.
  • Larson Financial Group bought 84 Bank of Montreal shares in Q2 2026, an estimated $13.2K.
  • Bank of Montreal made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1274 holding.
  • Larson Financial Group first reported a position in Bank of Montreal in Q1 2024 and has held it in 7 quarters since.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.