Valley National Advisers’s Bank of Montreal BMO Stock Holding History

Valley National Advisers’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	$4.59K	Hold	26	–	–	﹤0.01%	722
2026 Q1	$3K	Hold	26	–	–	﹤0.01%	725
2025 Q4	$3K	Hold	26	–	–	﹤0.01%	726
2025 Q3	$3K	Hold	26	–	–	﹤0.01%	686
2025 Q2	$2K	Hold	26	–	–	﹤0.01%	708
2025 Q1	$2K	Sell	26 -4	-13%	-$396	﹤0.01%	700
2024 Q4	$2K	Hold	30	–	–	﹤0.01%	674
2024 Q3	$2K	Hold	30	–	–	﹤0.01%	648
2024 Q2	$2K	Buy	+30	New	+$2.72K	﹤0.01%	881

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

Valley National Advisers's BMO Position: Q2 2026 in Review

Valley National Advisers held its Bank of Montreal (BMO) position steady in Q2 2026 at 26 shares worth $4.59K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Valley National Advisers first reported a position in BMO in Q2 2024 and has held it in 9 quarters since. 658 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Valley National Advisers held 26 shares of Bank of Montreal worth $4.59K as of Q2 2026.
Valley National Advisers left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #722 holding.
Valley National Advisers first reported a position in Bank of Montreal in Q2 2024 and has held it in 9 quarters since.
658 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.