Altura Wealth Advisors Inc. FNGB — BANK MONTREAL QUE

Ownership history in Altura Wealth Advisors Inc.  ·  5 quarters on record

AI Ownership Summary

Altura Wealth Advisors Inc. reported BANK MONTREAL QUE (FNGB) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 1.37% in 2025 Q2. The latest visible filing shows FNGB at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FNGB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Altura Wealth Advisors Inc.'s position in BANK MONTREAL QUE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FNGB was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.37% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FNGB stock page Altura Wealth Advisors Inc. fund profile Altura Wealth Advisors Inc. full holdings
How Altura Wealth Advisors Inc. held FNGB — position size vs. price
% of Fund (quarterly)    FNGB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 21,942 -30,547 -58.2% 0.19% $564K 2026-07-22 $26.54
2026 Q1 REDUCED — — — 52,489 -3,787 -6.7% 0.36% $820K 2026-05-12 $28.84
2025 Q4 REDUCED — — — 56,276 -41,820 -42.6% 0.61% $1.4M 2026-02-04 $19.93
2025 Q3 UNCHANGED — — — 98,096 — 0% 1.36% $2.9M 2025-11-13 $29.02
2025 Q2 INITIATED — — — 98,096 — — 1.37% $2.4M 2025-08-13 $26.13

🏢 Other funds also holding FNGB

As of 2026 Q2 — sorted by position size

Centric Wealth Management 3Y 7Y 0.29% TRUE Private Wealth Advisors 3Y 7Y 0.2% Larson Financial Group LLC 3Y 7Y 0.09% Mayflower Financial Advisors, LLC 3Y 0.04% Tower Research Capital LLC (TRC) 3Y 7Y 0.01% HUB Investment Partners, LLC 3Y 0.01% XTX Topco Ltd 3Y 0.0% HRT FINANCIAL LP 3Y 7Y 0.0% IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 3Y 0.0% Kestra Advisory Services, LLC 3Y 0.0%

FAQ About Altura Wealth Advisors Inc. and FNGB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Altura Wealth Advisors Inc. reported owning FNGB?

Altura Wealth Advisors Inc. reported FNGB across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported FNGB position in Altura Wealth Advisors Inc.'s portfolio?

The largest reported portfolio weight for FNGB was 1.37% in 2025 Q2.

What is the latest reported FNGB position on this page?

The most recent filing on this page is 2026 Q2, when Altura Wealth Advisors Inc. reported 21,942 shares, equal to 0.19% of portfolio, with an estimated market value of $564K.

What does the chart on this FNGB ownership page compare?

The chart compares Altura Wealth Advisors Inc.'s quarterly FNGB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Altura Wealth Advisors Inc. time their FNGB position?

Based on 13F filing dates vs. subsequent FNGB price moves, Altura Wealth Advisors Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on FNGB relative to SPY over the holding period was +1466.0%.

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