MCF Advisors’s Bank of Montreal BMO Stock Holding History

MCF 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 Q3	–	Sell	-110	Closed	-$19.4K	–	540
2026 Q2	$19.4K	Hold	110	–	–	﹤0.01%	903
2026 Q1	$14.9K	Hold	110	–	–	﹤0.01%	883
2025 Q4	$14.3K	Hold	110	–	–	﹤0.01%	756
2025 Q3	$14.3K	Hold	110	–	–	﹤0.01%	636
2025 Q2	$12.2K	Hold	110	–	–	﹤0.01%	619
2025 Q1	$10.5K	Hold	110	–	–	﹤0.01%	646
2024 Q4	$10.7K	Hold	110	–	–	﹤0.01%	650
2024 Q3	$9.9K	Hold	110	–	–	﹤0.01%	646
2024 Q2	$9.22K	Hold	110	–	–	﹤0.01%	656
2024 Q1	$10.7K	Hold	110	–	–	﹤0.01%	619
2023 Q4	$10.9K	Hold	110	–	–	﹤0.01%	595
2023 Q3	$10K	Hold	110	–	–	﹤0.01%	583
2023 Q2	$10K	Hold	110	–	–	﹤0.01%	561
2023 Q1	$9.8K	Hold	110	–	–	﹤0.01%	575
2022 Q4	$10K	Hold	110	–	–	﹤0.01%	533
2022 Q3	$10K	Hold	110	–	–	﹤0.01%	549
2022 Q2	$11K	Hold	110	–	–	﹤0.01%	502
2022 Q1	$13K	Buy	+110	New	+$12.8K	﹤0.01%	499
2021 Q4	–	Sell	-110	Closed	-$11K	–	119
2021 Q3	$11K	Hold	110	–	–	﹤0.01%	470
2021 Q2	$11K	Buy	+110	New	+$10.9K	﹤0.01%	438

Other funds holding BMO

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Intact Investment Management Montreal, Quebec, Canada $3.31B AUM 25.58% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.06B AUM 22.67% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

MCF Advisors's BMO Position: Q3 2026 in Review

MCF Advisors sold out of Bank of Montreal (BMO) in Q3 2026, closing a stake of 110 shares — an estimated $19.4K sold.

MCF Advisors first reported a position in BMO in Q2 2021 and held it in 20 quarters. The position peaked at $19.4K in Q2 2026. 272 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

MCF Advisors reported no remaining Bank of Montreal position as of Q3 2026 after selling out during the quarter.
MCF Advisors sold 110 Bank of Montreal shares in Q3 2026, an estimated $19.4K.
MCF Advisors first reported a position in Bank of Montreal in Q2 2021 and held it in 20 quarters.
MCF Advisors's Bank of Montreal position peaked at $19.4K in Q2 2026.
272 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on MCF Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.