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Redhawk Wealth Advisors’s Bank of Montreal BMO Stock Holding History

Redhawk Wealth 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 		$1.91M Buy
10,791
+333
+3% +$52.3K 0.19% 122
2026
Q1 		$1.42M Buy
10,458
+2,378
+29% +$330K 0.16% 144
2025
Q4 		$1.05M Buy
8,080
+1,091
+16% +$138K 0.12% 162
2025
Q3 		$910K Buy
+6,989
New +$827K 0.11% 170

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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

Redhawk Wealth Advisors's BMO Position: Q2 2026 in Review

Redhawk Wealth Advisors increased its Bank of Montreal (BMO) stake by 3.2% in Q2 2026, buying an estimated $52.3K and bringing the position to 10,791 shares worth $1.91M. The position accounts for 0.19% of the portfolio, ranked #122.

Redhawk Wealth Advisors first reported a position in BMO in Q3 2025 and has held it in 4 quarters since. 112 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Redhawk Wealth Advisors held 10,791 shares of Bank of Montreal worth $1.91M as of Q2 2026.
  • Redhawk Wealth Advisors bought 333 Bank of Montreal shares in Q2 2026, an estimated $52.3K.
  • Bank of Montreal made up 0.19% of Redhawk Wealth Advisors's portfolio in Q2 2026, its #122 holding.
  • Redhawk Wealth Advisors first reported a position in Bank of Montreal in Q3 2025 and has held it in 4 quarters since.
  • 112 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Redhawk Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.