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Signature Estate & Investment Advisors’s Bank of Montreal BMO Stock Holding History

Signature Estate & Investment 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 		$212K Buy
+1,200
New +$189K ﹤0.01% 637
2017
Q2 		– Sell
-2,000
Closed -$150K – 150
2017
Q1 		$150K Buy
+2,000
New +$151K 0.02% 151

Other funds holding BMO

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
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
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Signature Estate & Investment Advisors's BMO Position: Q2 2026 in Review

Signature Estate & Investment Advisors opened a new position in Bank of Montreal (BMO) in Q2 2026: 1,200 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #637 among its holdings. This is a return to the name: Signature Estate & Investment Advisors previously reported a position in BMO as recently as Q1 2017.

Signature Estate & Investment Advisors first reported a position in BMO in Q1 2017 and has held it in 2 quarters since. 365 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Signature Estate & Investment Advisors held 1,200 shares of Bank of Montreal worth $212K as of Q2 2026.
  • Bank of Montreal was a new Signature Estate & Investment Advisors position in Q2 2026.
  • Bank of Montreal made up ﹤0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #637 holding.
  • Signature Estate & Investment Advisors first reported a position in Bank of Montreal in Q1 2017 and has held it in 2 quarters since.
  • 365 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.