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Dickmeyer Boyce Financial Management’s Bank of Montreal BMO Stock Holding History

Dickmeyer Boyce Financial Management’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 		$1.11M Hold
6,625
– – 0.57% 45
2026
Q2 		$1.17M Sell
6,625
-205
-3% -$32.2K 0.61% 44
2026
Q1 		$924K Buy
+6,830
New +$949K 0.54% 51

Other funds holding BMO

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return

Dickmeyer Boyce Financial Management's BMO Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management held its Bank of Montreal (BMO) position steady in Q3 2026 at 6,625 shares worth $1.11M. The position accounts for 0.57% of the portfolio, ranked #45.

Dickmeyer Boyce Financial Management first reported a position in BMO in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.17M in Q2 2026. 26 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 6,625 shares of Bank of Montreal worth $1.11M as of Q3 2026.
  • Dickmeyer Boyce Financial Management left its Bank of Montreal share count unchanged in Q3 2026.
  • Bank of Montreal made up 0.57% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #45 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Bank of Montreal in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's Bank of Montreal position peaked at $1.17M in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.