RAFFA WEALTH MANAGEMENT, LLC’s Bank of Montreal BMO Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$8.66K	Buy	49 +8	+20%	+$1.26K	﹤0.01%	460
2026 Q1	$5.55K	Hold	41	–	–	﹤0.01%	509
2025 Q4	$5.32K	Hold	41	–	–	﹤0.01%	508
2025 Q3	$5.34K	Buy	41 +28	+215%	+$3.31K	﹤0.01%	471
2025 Q2	$1.44K	Hold	13	–	–	﹤0.01%	770
2025 Q1	$1.24K	Hold	13	–	–	﹤0.01%	766
2024 Q4	$1.26K	Hold	13	–	–	﹤0.01%	800
2024 Q3	$1.17K	Hold	13	–	–	﹤0.01%	808
2024 Q2	$1.09K	Hold	13	–	–	﹤0.01%	879
2024 Q1	$1.27K	Hold	13	–	–	﹤0.01%	831
2023 Q4	$1.29K	Hold	13	–	–	﹤0.01%	747
2023 Q3	$1.1K	Hold	13	–	–	﹤0.01%	753
2023 Q2	$1.17K	Hold	13	–	–	﹤0.01%	752
2023 Q1	$1.16K	Hold	13	–	–	﹤0.01%	749
2022 Q4	$1.18K	Hold	13	–	–	﹤0.01%	729
2022 Q3	$1.14K	Hold	13	–	–	﹤0.01%	756
2022 Q2	$1.25K	Hold	13	–	–	﹤0.01%	742
2022 Q1	$1.53K	Hold	13	–	–	﹤0.01%	716
2021 Q4	$1.4K	Hold	13	–	–	﹤0.01%	758
2021 Q3	$1.3K	Hold	13	–	–	﹤0.01%	738
2021 Q2	$1.33K	Hold	13	–	–	﹤0.01%	730
2021 Q1	$1.16K	Buy	+13	New	+$1.06K	﹤0.01%	781
2017 Q1	–	Sell	-28	Closed	-$2.01K	–	440
2016 Q4	$2.01K	Buy	28 +5	+22%	+$333	﹤0.01%	282
2016 Q3	$1.51K	Hold	23	–	–	﹤0.01%	320
2016 Q2	$1.46K	Hold	23	–	–	﹤0.01%	308
2016 Q1	$1.4K	Hold	23	–	–	﹤0.01%	320
2015 Q4	$1.3K	Hold	23	–	–	﹤0.01%	331
2015 Q3	$1.25K	Hold	23	–	–	﹤0.01%	339
2015 Q2	$1.36K	Hold	23	–	–	﹤0.01%	325
2015 Q1	$1.38K	Hold	23	–	–	﹤0.01%	314
2014 Q4	$1.63K	Hold	23	–	–	﹤0.01%	271
2014 Q3	$1.69K	Buy	+23	New	+$1.73K	﹤0.01%	272
2014 Q1	–	Sell	-23	Closed	-$1.63K	–	331
2013 Q4	$1.63K	Buy	+23	New	+$1.56K	﹤0.01%	271

Other funds holding BMO

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

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

RAFFA WEALTH MANAGEMENT, LLC's BMO Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Bank of Montreal (BMO) stake by 20% in Q2 2026, buying an estimated $1.26K and bringing the position to 49 shares worth $8.66K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in BMO in Q4 2013 and has held it in 33 quarters since. 205 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 49 shares of Bank of Montreal worth $8.66K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 8 Bank of Montreal shares in Q2 2026, an estimated $1.26K.
Bank of Montreal made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #460 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Bank of Montreal in Q4 2013 and has held it in 33 quarters since.
205 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.