First Affirmative Financial Network’s Bank of Montreal BMO Stock Holding History

First Affirmative Financial Network’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	$341K	Buy	+2,036	New	+$360K	0.07%	272
2026 Q1	$291K	Buy	+2,148	New	+$298K	0.11%	217
2025 Q3	$258K	Buy	1,981 +25	+1%	+$2.96K	0.12%	212
2025 Q2	$216K	Buy	+1,956	New	+$197K	0.11%	238
2025 Q1	–	Sell	-2,096	Closed	-$203K	–	270
2024 Q4	$203K	Sell	2,096 -390	-16%	-$36.9K	0.12%	235
2024 Q3	$224K	Sell	2,486 -903	-27%	-$77K	0.12%	232
2024 Q2	$284K	Sell	3,389 -528	-13%	-$47.9K	0.2%	159
2024 Q1	$383K	Sell	3,917 -11	-0.3%	-$1.04K	0.28%	112
2023 Q4	$389K	Sell	3,928 -159	-4%	-$13.3K	0.31%	100
2023 Q3	$345K	Buy	4,087 +769	+23%	+$67.6K	0.34%	97
2023 Q2	$300K	Buy	3,318 +926	+39%	+$81.9K	0.3%	112
2023 Q1	$213K	Buy	+2,392	New	+$227K	0.25%	136

Other funds holding BMO

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

Rempart Asset Management Montreal, Canada $488M AUM 18.34% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

First Affirmative Financial Network's BMO Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Bank of Montreal (BMO) in Q3 2026: 2,036 shares worth $341K. The stake represents 0.07% of the portfolio and ranks #272 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in BMO as recently as Q1 2026.

First Affirmative Financial Network first reported a position in BMO in Q1 2023 and has held it in 12 quarters since. The position peaked at $389K in Q4 2023. 158 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

First Affirmative Financial Network held 2,036 shares of Bank of Montreal worth $341K as of Q3 2026.
Bank of Montreal was a new First Affirmative Financial Network position in Q3 2026.
Bank of Montreal made up 0.07% of First Affirmative Financial Network's portfolio in Q3 2026, its #272 holding.
First Affirmative Financial Network first reported a position in Bank of Montreal in Q1 2023 and has held it in 12 quarters since.
First Affirmative Financial Network's Bank of Montreal position peaked at $389K in Q4 2023.
158 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.