LRI Investments’s Bank of Montreal BMO Stock Holding History

LRI Investments’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	$54.2K	Buy	307 +13	+4%	+$2.04K	﹤0.01%	545
2026 Q1	$39.8K	Buy	294 +144	+96%	+$20K	﹤0.01%	551
2025 Q4	$19.5K	Hold	150	–	–	﹤0.01%	699
2025 Q3	$19.5K	Hold	150	–	–	﹤0.01%	729
2025 Q2	$16.6K	Hold	150	–	–	﹤0.01%	743
2025 Q1	$14.3K	Buy	+150	New	+$14.8K	﹤0.01%	731

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

LRI Investments's BMO Position: Q2 2026 in Review

LRI Investments increased its Bank of Montreal (BMO) stake by 4.4% in Q2 2026, buying an estimated $2.04K and bringing the position to 307 shares worth $54.2K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

LRI Investments first reported a position in BMO in Q1 2025 and has held it in 6 quarters since. 658 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

LRI Investments held 307 shares of Bank of Montreal worth $54.2K as of Q2 2026.
LRI Investments bought 13 Bank of Montreal shares in Q2 2026, an estimated $2.04K.
Bank of Montreal made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #545 holding.
LRI Investments first reported a position in Bank of Montreal in Q1 2025 and has held it in 6 quarters since.
658 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.