Mutual Advisors’s Bank of Montreal BMO Stock Holding History

Mutual 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	$256K	Buy	+1,448	New	+$228K	﹤0.01%	1239
2024 Q4	–	Sell	-20,118	Closed	-$1.88M	–	1080
2024 Q3	$1.88M	Buy	20,118 +7,411	+58%	+$632K	0.05%	293
2024 Q2	$1.11M	Buy	+12,707	New	+$1.15M	0.03%	453
2022 Q3	–	Sell	-2,735	Closed	-$263K	–	879
2022 Q2	$263K	Buy	2,735 +523	+24%	+$55.6K	0.02%	712
2022 Q1	$261K	Buy	2,212 +89	+4%	+$10.3K	0.01%	752
2021 Q4	$229K	Hold	2,123	–	–	0.01%	804
2021 Q3	$212K	Buy	+2,123	New	+$214K	0.01%	809

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

Mutual Advisors's BMO Position: Q2 2026 in Review

Mutual Advisors opened a new position in Bank of Montreal (BMO) in Q2 2026: 1,448 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #1239 among its holdings. This is a return to the name: Mutual Advisors previously reported a position in BMO as recently as Q3 2024.

Mutual Advisors first reported a position in BMO in Q3 2021 and has held it in 7 quarters since. The position peaked at $1.88M in Q3 2024. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Mutual Advisors held 1,448 shares of Bank of Montreal worth $256K as of Q2 2026.
Bank of Montreal was a new Mutual Advisors position in Q2 2026.
Bank of Montreal made up ﹤0.01% of Mutual Advisors's portfolio in Q2 2026, its #1239 holding.
Mutual Advisors first reported a position in Bank of Montreal in Q3 2021 and has held it in 7 quarters since.
Mutual Advisors's Bank of Montreal position peaked at $1.88M in Q3 2024.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.