Viewpoint Investment Partners’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
$1.15M Hold
6,534
0.4% 47
2026
Q1
$896K Buy
+6,534
New +$908K 0.41% 47

Other funds holding BMO

Viewpoint Investment Partners's BMO Position: Q2 2026 in Review

Viewpoint Investment Partners held its Bank of Montreal (BMO) position steady in Q2 2026 at 6,534 shares worth $1.15M. The position accounts for 0.4% of the portfolio, ranked #47.

Viewpoint Investment Partners first reported a position in BMO in Q1 2026 and has held it in 2 quarters since. 247 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Viewpoint Investment Partners held 6,534 shares of Bank of Montreal worth $1.15M as of Q2 2026.
  • Viewpoint Investment Partners left its Bank of Montreal share count unchanged in Q2 2026.
  • Bank of Montreal made up 0.4% of Viewpoint Investment Partners's portfolio in Q2 2026, its #47 holding.
  • Viewpoint Investment Partners first reported a position in Bank of Montreal in Q1 2026 and has held it in 2 quarters since.
  • 247 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Viewpoint Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.