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 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	$9.92K	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	$9.97K	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

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

MCF Advisors's BMO Position: Q2 2026 in Review

MCF Advisors held its Bank of Montreal (BMO) position steady in Q2 2026 at 110 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

MCF Advisors first reported a position in BMO in Q2 2021 and has held it in 20 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

MCF Advisors held 110 shares of Bank of Montreal worth $19.4K as of Q2 2026.
MCF Advisors left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up ﹤0.01% of MCF Advisors's portfolio in Q2 2026, its #903 holding.
MCF Advisors first reported a position in Bank of Montreal in Q2 2021 and has held it in 20 quarters since.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.