Legacy Financial Advisors’s Bank of Montreal BMO Stock Holding History

Legacy Financial Advisors’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	$539K	Sell	3,984 -117	-3%	-$16.3K	0.08%	229
2025 Q4	$532K	Buy	4,101 +897	+28%	+$114K	0.07%	212
2025 Q3	$417K	Buy	3,204 +1,111	+53%	+$132K	0.06%	256
2025 Q2	$232K	Sell	2,093 -293	-12%	-$29.5K	0.04%	314
2025 Q1	$228K	Buy	+2,386	New	+$236K	0.04%	324
2019 Q2	–	Sell	-174	Closed	-$13K	–	218
2019 Q1	$13K	Buy	174 +36	+26%	+$2.66K	﹤0.01%	557
2018 Q4	$9K	Sell	138 -311	-69%	-$23.1K	﹤0.01%	583
2018 Q3	$37K	Buy	449 +210	+88%	+$16.9K	0.01%	280
2018 Q2	$19K	Sell	239 -17	-7%	-$1.31K	0.01%	387
2018 Q1	$19K	Sell	256 -2,703	-91%	-$213K	0.01%	373
2017 Q4	$236K	Buy	+2,959	New	+$231K	0.1%	96

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Financial Advisors's BMO Position: Q1 2026 in Review

Legacy Financial Advisors reduced its Bank of Montreal (BMO) stake by 2.9% in Q1 2026, selling an estimated $16.3K and leaving 3,984 shares worth $539K. The position accounts for 0.08% of the portfolio, ranked #229.

Legacy Financial Advisors first reported a position in BMO in Q4 2017 and has held it in 11 quarters since. 635 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Legacy Financial Advisors held 3,984 shares of Bank of Montreal worth $539K as of Q1 2026.
Legacy Financial Advisors sold 117 Bank of Montreal shares in Q1 2026, an estimated $16.3K.
Bank of Montreal made up 0.08% of Legacy Financial Advisors's portfolio in Q1 2026, its #229 holding.
Legacy Financial Advisors first reported a position in Bank of Montreal in Q4 2017 and has held it in 11 quarters since.
635 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.