PL
BMO icon

Plancorp LLC’s Bank of Montreal BMO Stock Holding History

Plancorp LLC’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 		$359K Buy
2,009
+13
+0.7% +$2.04K 0.01% 305
2026
Q1 		$288K Buy
1,996
+1
+0.1% +$139 0.01% 298
2025
Q4 		$259K Buy
1,995
+1
+0.1% +$127 0.01% 309
2025
Q3 		$260K Buy
1,994
+1
+0.1% +$118 0.01% 319
2025
Q2 		$220K Sell
1,993
-216
-10% -$21.8K 0.01% 344
2025
Q1 		$211K Buy
+2,209
New +$218K 0.01% 336

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

Plancorp LLC's BMO Position: Q2 2026 in Review

Plancorp LLC increased its Bank of Montreal (BMO) stake by 0.65% in Q2 2026, buying an estimated $2.04K and bringing the position to 2,009 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #305.

Plancorp LLC first reported a position in BMO in Q1 2025 and has held it in 6 quarters since. 159 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Plancorp LLC held 2,009 shares of Bank of Montreal worth $359K as of Q2 2026.
  • Plancorp LLC bought 13 Bank of Montreal shares in Q2 2026, an estimated $2.04K.
  • Bank of Montreal made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #305 holding.
  • Plancorp LLC first reported a position in Bank of Montreal in Q1 2025 and has held it in 6 quarters since.
  • 159 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.