UCFA
BMO icon

United Capital Financial Advisors’s Bank of Montreal BMO Stock Holding History

United Capital Financial 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 		$588K Buy
3,325
+326
+11% +$51.2K ﹤0.01% 1032
2026
Q1 		$406K Buy
2,999
+217
+8% +$30.1K ﹤0.01% 1174
2025
Q4 		$361K Buy
2,782
+163
+6% +$20.6K ﹤0.01% 1097
2025
Q3 		$341K Buy
2,619
+101
+4% +$12K ﹤0.01% 983
2025
Q2 		$279K Sell
2,518
-130
-5% -$13.1K ﹤0.01% 949
2025
Q1 		$253K Sell
2,648
-67
-2% -$6.63K ﹤0.01% 942
2024
Q4 		$263K Sell
2,715
-23
-0.8% -$2.17K ﹤0.01% 926
2024
Q3 		$247K Sell
2,738
-80
-3% -$6.83K ﹤0.01% 941
2024
Q2 		$236K Sell
2,818
-46
-2% -$4.18K ﹤0.01% 932
2024
Q1 		$280K Sell
2,864
-243
-8% -$22.9K ﹤0.01% 903
2023
Q4 		$307K Buy
+3,107
New +$259K ﹤0.01% 857
2023
Q1 		– Sell
-2,229
Closed -$202K – 974
2022
Q4 		$202K Sell
2,229
-215
-9% -$19.9K ﹤0.01% 990
2022
Q3 		$214K Buy
+2,444
New +$236K ﹤0.01% 999
2020
Q1 		– Sell
-3,463
Closed -$268K – 1210
2019
Q4 		$268K Buy
+3,463
New +$261K ﹤0.01% 1184
2019
Q3 		– Sell
-3,243
Closed -$245K – 1333
2019
Q2 		$245K Buy
3,243
+558
+21% +$42.7K ﹤0.01% 1295
2019
Q1 		$201K Buy
+2,685
New +$199K ﹤0.01% 1270
2018
Q4 		– Sell
-2,464
Closed -$203K – 1289
2018
Q3 		$203K Buy
+2,464
New +$198K ﹤0.01% 1247
2017
Q2 		– Sell
-3,214
Closed -$240K – 1273
2017
Q1 		$240K Buy
+3,214
New +$243K ﹤0.01% 1132

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

United Capital Financial Advisors's BMO Position: Q2 2026 in Review

United Capital Financial Advisors increased its Bank of Montreal (BMO) stake by 11% in Q2 2026, buying an estimated $51.2K and bringing the position to 3,325 shares worth $588K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

United Capital Financial Advisors first reported a position in BMO in Q1 2017 and has held it in 18 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • United Capital Financial Advisors held 3,325 shares of Bank of Montreal worth $588K as of Q2 2026.
  • United Capital Financial Advisors bought 326 Bank of Montreal shares in Q2 2026, an estimated $51.2K.
  • Bank of Montreal made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1032 holding.
  • United Capital Financial Advisors first reported a position in Bank of Montreal in Q1 2017 and has held it in 18 quarters since.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.