Superior Planning, LLC’s Bank of Montreal BMO Stock Holding History

Superior Planning, 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 Q3	$8.36K	Buy	+50	New	+$8.83K	﹤0.01%	997

Other funds holding BMO

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Superior Planning, LLC's BMO Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Bank of Montreal (BMO) in Q3 2026: 50 shares worth $8.36K. The stake represents ﹤0.01% of the portfolio and ranks #997 among its holdings.

478 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

Superior Planning, LLC held 50 shares of Bank of Montreal worth $8.36K as of Q3 2026.
Bank of Montreal was a new Superior Planning, LLC position in Q3 2026.
Bank of Montreal made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #997 holding.
478 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.