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Elevation Wealth Partners’s Bank of Montreal BMO Stock Holding History

Elevation Wealth Partners’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 		$13.2K Hold
79
– – ﹤0.01% 803
2026
Q2 		$14K Buy
+79
New +$12.4K ﹤0.01% 702

Other funds holding BMO

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
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
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 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
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Elevation Wealth Partners's BMO Position: Q3 2026 in Review

Elevation Wealth Partners held its Bank of Montreal (BMO) position steady in Q3 2026 at 79 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Elevation Wealth Partners first reported a position in BMO in Q2 2026 and has held it in 2 quarters since. The position peaked at $14K in Q2 2026. 29 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

  • Elevation Wealth Partners held 79 shares of Bank of Montreal worth $13.2K as of Q3 2026.
  • Elevation Wealth Partners left its Bank of Montreal share count unchanged in Q3 2026.
  • Bank of Montreal made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #803 holding.
  • Elevation Wealth Partners first reported a position in Bank of Montreal in Q2 2026 and has held it in 2 quarters since.
  • Elevation Wealth Partners's Bank of Montreal position peaked at $14K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.