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

Magnus 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 		$536K Buy
3,035
+740
+32% +$116K 0.04% 232
2026
Q1 		$311K Sell
2,295
-47
-2% -$6.53K 0.03% 292
2025
Q4 		$304K Sell
2,342
-515
-18% -$65.2K 0.02% 332
2025
Q3 		$372K Hold
2,857
– – 0.03% 293
2025
Q2 		$316K Sell
2,857
-70
-2% -$7.05K 0.03% 291
2025
Q1 		$280K Buy
2,927
+70
+2% +$6.92K 0.03% 292
2024
Q4 		$277K Hold
2,857
– – 0.03% 284
2024
Q3 		$258K Hold
2,857
– – 0.03% 289
2024
Q2 		$240K Hold
2,857
– – 0.03% 283
2024
Q1 		$279K Hold
2,857
– – 0.03% 258
2023
Q4 		$283K Hold
2,857
– – 0.04% 229
2023
Q3 		$241K Hold
2,857
– – 0.04% 229
2023
Q2 		$258K Sell
2,857
-8
-0.3% -$707 0.04% 228
2023
Q1 		$255K Hold
2,865
– – 0.04% 234
2022
Q4 		$260K Sell
2,865
-4
-0.1% -$370 0.04% 217
2022
Q3 		$251K Sell
2,869
-1,460
-34% -$141K 0.05% 208
2022
Q2 		$416K Buy
4,329
+4
+0.1% +$425 0.08% 168
2022
Q1 		$510K Sell
4,325
-100
-2% -$11.6K 0.09% 160
2021
Q4 		$477K Sell
4,425
-90
-2% -$9.7K 0.09% 146
2021
Q3 		$450K Buy
4,515
+1,750
+63% +$176K 0.1% 147
2021
Q2 		$284K Hold
2,765
– – 0.06% 192
2021
Q1 		$246K Hold
2,765
– – 0.06% 195
2020
Q4 		$210K Buy
+2,765
New +$189K 0.02% 293

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

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

Magnus Financial Group increased its Bank of Montreal (BMO) stake by 32% in Q2 2026, buying an estimated $116K and bringing the position to 3,035 shares worth $536K. The position accounts for 0.04% of the portfolio, ranked #232.

Magnus Financial Group first reported a position in BMO in Q4 2020 and has held it in 23 quarters since. 658 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Magnus Financial Group held 3,035 shares of Bank of Montreal worth $536K as of Q2 2026.
  • Magnus Financial Group bought 740 Bank of Montreal shares in Q2 2026, an estimated $116K.
  • Bank of Montreal made up 0.04% of Magnus Financial Group's portfolio in Q2 2026, its #232 holding.
  • Magnus Financial Group first reported a position in Bank of Montreal in Q4 2020 and has held it in 23 quarters since.
  • 658 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.