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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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 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. 165 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.
  • 165 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.