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

Saxony 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 		$349K Hold
1,975
– – 0.16% 120
2026
Q1 		$267K Hold
1,975
– – 0.16% 123
2025
Q4 		$256K Hold
1,975
– – 0.16% 123
2025
Q3 		$257K Hold
1,975
– – 0.17% 120
2025
Q2 		$218K Buy
+1,975
New +$199K 0.17% 114

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

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

Saxony Capital Management held its Bank of Montreal (BMO) position steady in Q2 2026 at 1,975 shares worth $349K. The position accounts for 0.16% of the portfolio, ranked #120.

Saxony Capital Management first reported a position in BMO in Q2 2025 and has held it in 5 quarters since. 136 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Saxony Capital Management held 1,975 shares of Bank of Montreal worth $349K as of Q2 2026.
  • Saxony Capital Management left its Bank of Montreal share count unchanged in Q2 2026.
  • Bank of Montreal made up 0.16% of Saxony Capital Management's portfolio in Q2 2026, its #120 holding.
  • Saxony Capital Management first reported a position in Bank of Montreal in Q2 2025 and has held it in 5 quarters since.
  • 136 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.