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Valeo Financial Advisors’s Bank of Montreal BMO Stock Holding History

Valeo 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 		$141K Buy
+800
New +$126K ﹤0.01% 786

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

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. 159 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.
  • 159 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.