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Sivia Capital Partners’s Bank of Montreal BMO Stock Holding History

Sivia Capital Partners’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 		$826K Hold
4,672
– – 0.1% 242
2026
Q1 		$632K Buy
4,672
+2,434
+109% +$338K 0.12% 217
2025
Q4 		$290K Buy
+2,238
New +$283K 0.06% 421

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

Sivia Capital Partners's BMO Position: Q2 2026 in Review

Sivia Capital Partners held its Bank of Montreal (BMO) position steady in Q2 2026 at 4,672 shares worth $826K. The position accounts for 0.1% of the portfolio, ranked #242.

Sivia Capital Partners first reported a position in BMO in Q4 2025 and has held it in 3 quarters since. 159 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Sivia Capital Partners held 4,672 shares of Bank of Montreal worth $826K as of Q2 2026.
  • Sivia Capital Partners left its Bank of Montreal share count unchanged in Q2 2026.
  • Bank of Montreal made up 0.1% of Sivia Capital Partners's portfolio in Q2 2026, its #242 holding.
  • Sivia Capital Partners first reported a position in Bank of Montreal in Q4 2025 and has held it in 3 quarters since.
  • 159 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.