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LVW Advisors’s Bank of Montreal BMO Stock Holding History

LVW 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 		$242K Buy
+1,367
New +$215K 0.02% 398

Other funds holding BMO

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
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
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 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

LVW Advisors's BMO Position: Q2 2026 in Review

LVW Advisors opened a new position in Bank of Montreal (BMO) in Q2 2026: 1,367 shares worth $242K. The stake represents 0.02% of the portfolio and ranks #398 among its holdings.

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

  • LVW Advisors held 1,367 shares of Bank of Montreal worth $242K as of Q2 2026.
  • Bank of Montreal was a new LVW Advisors position in Q2 2026.
  • Bank of Montreal made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #398 holding.
  • 234 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.