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Raleigh Capital Management’s Bank of Montreal BMO Stock Holding History

Raleigh Capital Management’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 		$1.14K Sell
6
-7,088
-100% -$1.11M ﹤0.01% 452
2026
Q1 		$960K Sell
7,094
-2,074
-23% -$288K 0.33% 86
2025
Q4 		$1.19M Sell
9,168
-2,962
-24% -$375K 0.43% 69
2025
Q3 		$1.58M Buy
12,130
+493
+4% +$58.4K 0.6% 54
2025
Q2 		$1.29M Buy
11,637
+258
+2% +$26K 0.54% 61
2025
Q1 		$1.09M Buy
11,379
+507
+5% +$50.1K 0.49% 63
2024
Q4 		$1.06M Buy
+10,872
New +$1.03M 0.41% 77

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

Raleigh Capital Management's BMO Position: Q2 2026 in Review

Raleigh Capital Management reduced its Bank of Montreal (BMO) stake by 100% in Q2 2026, selling an estimated $1.11M and leaving 6 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Raleigh Capital Management first reported a position in BMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.58M in Q3 2025. 155 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Raleigh Capital Management held 6 shares of Bank of Montreal worth $1.14K as of Q2 2026.
  • Raleigh Capital Management sold 7,088 Bank of Montreal shares in Q2 2026, an estimated $1.11M.
  • Bank of Montreal made up ﹤0.01% of Raleigh Capital Management's portfolio in Q2 2026, its #452 holding.
  • Raleigh Capital Management first reported a position in Bank of Montreal in Q4 2024 and has held it in 7 quarters since.
  • Raleigh Capital Management's Bank of Montreal position peaked at $1.58M in Q3 2025.
  • 155 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.