SNS Financial Group’s Bank of Montreal BMO Stock Holding History

SNS Financial Group’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	$369K	Buy	2,087 +39	+2%	+$6.13K	0.01%	428
2026 Q1	$277K	Buy	2,048 +16	+0.8%	+$2.22K	0.02%	179
2025 Q4	$264K	Sell	2,032 -31	-2%	-$3.92K	0.02%	183
2025 Q3	$269K	Hold	2,063	–	–	0.02%	177
2025 Q2	$228K	Buy	+2,063	New	+$208K	0.02%	182
2025 Q1	–	Sell	-2,065	Closed	-$200K	–	191
2024 Q4	$200K	Buy	+2,065	New	+$195K	0.02%	187
2024 Q2	–	Sell	-2,064	Closed	-$202K	–	189
2024 Q1	$202K	Buy	2,064 +7	+0.3%	+$661	0.02%	185
2023 Q4	$204K	Buy	+2,057	New	+$172K	0.02%	177
2022 Q2	–	Sell	-2,025	Closed	-$239K	–	203
2022 Q1	$239K	Hold	2,025	–	–	0.03%	178
2021 Q4	$218K	Hold	2,025	–	–	0.02%	210
2021 Q3	$202K	Hold	2,025	–	–	0.02%	200
2021 Q2	$208K	Buy	+2,025	New	+$200K	0.03%	197

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

SNS Financial Group's BMO Position: Q2 2026 in Review

SNS Financial Group increased its Bank of Montreal (BMO) stake by 1.9% in Q2 2026, buying an estimated $6.13K and bringing the position to 2,087 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #428.

SNS Financial Group first reported a position in BMO in Q2 2021 and has held it in 12 quarters since. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

SNS Financial Group held 2,087 shares of Bank of Montreal worth $369K as of Q2 2026.
SNS Financial Group bought 39 Bank of Montreal shares in Q2 2026, an estimated $6.13K.
Bank of Montreal made up 0.01% of SNS Financial Group's portfolio in Q2 2026, its #428 holding.
SNS Financial Group first reported a position in Bank of Montreal in Q2 2021 and has held it in 12 quarters since.
659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.