Valeo Financial Advisors’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $393K | Buy |
2,223
+6
| +0.3% | +$943 | 0.01% | 528 |
|
|
2026
Q1 | $300K | Buy |
2,217
+55
| +3% | +$7.64K | 0.01% | 545 |
|
|
2025
Q4 | $281K | Hold |
2,162
| – | – | 0.01% | 649 |
|
|
2025
Q3 | $282K | Hold |
2,162
| – | – | 0.01% | 628 |
|
|
2025
Q2 | $239K | Sell |
2,162
-125
| -5% | -$12.6K | 0.01% | 648 |
|
|
2025
Q1 | $218K | Sell |
2,287
-578
| -20% | -$57.2K | 0.01% | 618 |
|
|
2024
Q4 | $278K | Buy |
2,865
+125
| +5% | +$11.8K | 0.01% | 569 |
|
|
2024
Q3 | $247K | Buy |
2,740
+59
| +2% | +$5.03K | 0.01% | 591 |
|
|
2024
Q2 | $225K | Hold |
2,681
| – | – | 0.01% | 581 |
|
|
2024
Q1 | $249K | Buy |
2,681
+20
| +0.8% | +$1.89K | 0.01% | 555 |
|
|
2023
Q4 | $263K | Sell |
2,661
-210
| -7% | -$17.5K | 0.01% | 531 |
|
|
2023
Q3 | $242K | Buy |
2,871
+35
| +1% | +$3.08K | 0.01% | 514 |
|
|
2023
Q2 | $256K | Sell |
2,836
-123
| -4% | -$10.9K | 0.01% | 470 |
|
|
2023
Q1 | $264K | Buy |
2,959
+498
| +20% | +$47.3K | 0.01% | 475 |
|
|
2022
Q4 | $223K | Buy |
+2,461
| New | +$228K | 0.01% | 458 |
|
|
2022
Q2 | – | Sell |
-1,698
| Closed | -$200K | – | 533 |
|
|
2022
Q1 | $200K | Buy |
+1,698
| New | +$197K | 0.01% | 547 |
|
|
2021
Q2 | – | Sell |
-1,441
| Closed | -$128K | – | 682 |
|
|
2021
Q1 | $128K | Buy |
1,441
+41
| +3% | +$3.34K | 0.01% | 548 |
|
|
2020
Q4 | $106K | Hold |
1,400
| – | – | 0.01% | 551 |
|
|
2020
Q3 | $82K | Sell |
1,400
-82
| -6% | -$4.75K | 0.01% | 519 |
|
|
2020
Q2 | $79K | Buy |
1,482
+82
| +6% | +$4.18K | 0.01% | 581 |
|
|
2020
Q1 | $75K | Hold |
1,400
| – | – | 0.01% | 489 |
|
|
2019
Q4 | $108K | Hold |
1,400
| – | – | 0.01% | 445 |
|
|
2019
Q3 | $103K | Hold |
1,400
| – | – | 0.01% | 426 |
|
|
2019
Q2 | $106K | Hold |
1,400
| – | – | 0.01% | 420 |
|
|
2019
Q1 | $105K | Hold |
1,400
| – | – | 0.01% | 401 |
|
|
2018
Q4 | $91K | Hold |
1,400
| – | – | 0.01% | 395 |
|
|
2018
Q3 | $105K | Sell |
1,400
-400
| -22% | -$32.2K | 0.01% | 386 |
|
|
2018
Q2 | $142K | Buy |
1,800
+400
| +29% | +$30.8K | 0.02% | 341 |
|
|
2018
Q1 | $106K | Buy |
1,400
+400
| +40% | +$31.5K | 0.02% | 356 |
|
|
2017
Q4 | $80K | Hold |
1,000
| – | – | 0.01% | 380 |
|
|
2017
Q3 | $76K | Buy |
+1,000
| New | +$74.6K | 0.02% | 334 |
|
Other funds holding BMO
Valeo Financial Advisors's BMO Position: Q2 2026 in Review
Valeo Financial Advisors increased its Bank of Montreal (BMO) stake by 0.27% in Q2 2026, buying an estimated $943 and bringing the position to 2,223 shares worth $393K. The position accounts for 0.01% of the portfolio, ranked #528.
Valeo Financial Advisors first reported a position in BMO in Q3 2017 and has held it in 31 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.
- Valeo Financial Advisors held 2,223 shares of Bank of Montreal worth $393K as of Q2 2026.
- Valeo Financial Advisors bought 6 Bank of Montreal shares in Q2 2026, an estimated $943.
- Bank of Montreal made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #528 holding.
- Valeo Financial Advisors first reported a position in Bank of Montreal in Q3 2017 and has held it in 31 quarters since.
- 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.