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

Merit 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	$1.17M	Buy	6,648 +201	+3%	+$31.6K	0.01%	1003
2026 Q1	$873K	Buy	6,447 +631	+11%	+$87.7K	0.01%	1052
2025 Q4	$755K	Buy	5,816 +1,182	+26%	+$150K	0.01%	1069
2025 Q3	$603K	Sell	4,634 -122	-3%	-$14.4K	0.01%	1072
2025 Q2	$526K	Sell	4,756 -143	-3%	-$14.4K	0.01%	1077
2025 Q1	$468K	Buy	4,899 +879	+22%	+$86.9K	0.01%	964
2024 Q4	$390K	Buy	4,020 +884	+28%	+$83.6K	0.01%	817
2024 Q3	$283K	Sell	3,136 -1,199	-28%	-$102K	0.01%	686
2024 Q2	$364K	Buy	4,335 +112	+3%	+$10.2K	0.01%	659
2024 Q1	$385K	Buy	+4,223	New	+$399K	0.01%	621

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

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

Merit Financial Group increased its Bank of Montreal (BMO) stake by 3.1% in Q2 2026, buying an estimated $31.6K and bringing the position to 6,648 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #1003.

Merit Financial Group first reported a position in BMO in Q1 2024 and has held it in 10 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Merit Financial Group held 6,648 shares of Bank of Montreal worth $1.17M as of Q2 2026.
Merit Financial Group bought 201 Bank of Montreal shares in Q2 2026, an estimated $31.6K.
Bank of Montreal made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1003 holding.
Merit Financial Group first reported a position in Bank of Montreal in Q1 2024 and has held it in 10 quarters since.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.