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Farther Finance Advisors’s Bank of Montreal BMO Stock Holding History

Farther Finance Advisors’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
Q2 		$1.01M Buy
5,712
+701
+14% +$110K 0.01% 1101
2026
Q1 		$687K Buy
5,011
+1,296
+35% +$180K 0.01% 1197
2025
Q4 		$482K Buy
3,715
+1,088
+41% +$138K 0.01% 1333
2025
Q3 		$342K Sell
2,627
-38
-1% -$4.5K 0.01% 1304
2025
Q2 		$295K Sell
2,665
-179
-6% -$18K 0.01% 1205
2025
Q1 		$274K Buy
2,844
+1,667
+142% +$165K 0.01% 1090
2024
Q4 		$114K Buy
1,177
+74
+7% +$6.99K ﹤0.01% 1250
2024
Q3 		$99.5K Buy
1,103
+342
+45% +$29.2K ﹤0.01% 1306
2024
Q2 		$63.3K Buy
761
+48
+7% +$4.36K ﹤0.01% 1310
2024
Q1 		$69.6K Buy
713
+30
+4% +$2.83K ﹤0.01% 1068
2023
Q4 		$67.6K Buy
+683
New +$57K ﹤0.01% 923

Other funds holding BMO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return

Farther Finance Advisors's BMO Position: Q2 2026 in Review

Farther Finance Advisors increased its Bank of Montreal (BMO) stake by 14% in Q2 2026, buying an estimated $110K and bringing the position to 5,712 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #1101.

Farther Finance Advisors first reported a position in BMO in Q4 2023 and has held it in 11 quarters since. 155 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Farther Finance Advisors held 5,712 shares of Bank of Montreal worth $1.01M as of Q2 2026.
  • Farther Finance Advisors bought 701 Bank of Montreal shares in Q2 2026, an estimated $110K.
  • Bank of Montreal made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1101 holding.
  • Farther Finance Advisors first reported a position in Bank of Montreal in Q4 2023 and has held it in 11 quarters since.
  • 155 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.