Applied Capital LLC
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Applied Capital LLC’s Bank of Montreal BMO Stock Holding History

Applied Capital 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 		$203K Hold
1,215
– – 0.08% 91
2026
Q2 		$215K Buy
+1,215
New +$191K 0.09% 91

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Applied Capital LLC's BMO Position: Q3 2026 in Review

Applied Capital LLC held its Bank of Montreal (BMO) position steady in Q3 2026 at 1,215 shares worth $203K. The position accounts for 0.08% of the portfolio, ranked #91.

Applied Capital LLC first reported a position in BMO in Q2 2026 and has held it in 2 quarters since. The position peaked at $215K in Q2 2026. 219 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

  • Applied Capital LLC held 1,215 shares of Bank of Montreal worth $203K as of Q3 2026.
  • Applied Capital LLC left its Bank of Montreal share count unchanged in Q3 2026.
  • Bank of Montreal made up 0.08% of Applied Capital LLC's portfolio in Q3 2026, its #91 holding.
  • Applied Capital LLC first reported a position in Bank of Montreal in Q2 2026 and has held it in 2 quarters since.
  • Applied Capital LLC's Bank of Montreal position peaked at $215K in Q2 2026.
  • 219 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on Applied Capital LLC's 13F filing for Q3 2026, filed 7 Oct 2026.