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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
Q3 		$1.01M Buy
6,012
+300
+5% +$53K 0.01% 1130
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

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
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

Farther Finance Advisors's BMO Position: Q3 2026 in Review

Farther Finance Advisors increased its Bank of Montreal (BMO) stake by 5.3% in Q3 2026, buying an estimated $53K and bringing the position to 6,012 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #1130.

Farther Finance Advisors first reported a position in BMO in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.01M in Q2 2026. 26 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

  • Farther Finance Advisors held 6,012 shares of Bank of Montreal worth $1.01M as of Q3 2026.
  • Farther Finance Advisors bought 300 Bank of Montreal shares in Q3 2026, an estimated $53K.
  • Bank of Montreal made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1130 holding.
  • Farther Finance Advisors first reported a position in Bank of Montreal in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's Bank of Montreal position peaked at $1.01M in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.