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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
Q2 		$667K Sell
3,772
-212
-5% -$33.3K 0.08% 192
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
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

Legacy Financial Advisors's BMO Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Bank of Montreal (BMO) stake by 5.3% in Q2 2026, selling an estimated $33.3K and leaving 3,772 shares worth $667K. The position accounts for 0.08% of the portfolio, ranked #192.

Legacy Financial Advisors first reported a position in BMO in Q4 2017 and has held it in 12 quarters since. 658 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Legacy Financial Advisors held 3,772 shares of Bank of Montreal worth $667K as of Q2 2026.
  • Legacy Financial Advisors sold 212 Bank of Montreal shares in Q2 2026, an estimated $33.3K.
  • Bank of Montreal made up 0.08% of Legacy Financial Advisors's portfolio in Q2 2026, its #192 holding.
  • Legacy Financial Advisors first reported a position in Bank of Montreal in Q4 2017 and has held it in 12 quarters since.
  • 658 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.