Rothwell Investment Advisors, LLC’s Bank of Montreal BMO Stock Holding History

Rothwell Investment Advisors, 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	$10.2K	Buy	+61	New	+$10.8K	0.01%	771

Other funds holding BMO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return

Rothwell Investment Advisors, LLC's BMO Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Bank of Montreal (BMO) in Q3 2026: 61 shares worth $10.2K. The stake represents 0.01% of the portfolio and ranks #771 among its holdings.

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

Rothwell Investment Advisors, LLC held 61 shares of Bank of Montreal worth $10.2K as of Q3 2026.
Bank of Montreal was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Bank of Montreal made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #771 holding.
323 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.