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 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Affirmative Financial Network's BMO Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Bank of Montreal (BMO) in Q1 2026: 2,148 shares worth $291K. The stake represents 0.11% of the portfolio and ranks #217 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in BMO as recently as Q3 2025.

First Affirmative Financial Network first reported a position in BMO in Q1 2023 and has held it in 11 quarters since. The position peaked at $389K in Q4 2023. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

First Affirmative Financial Network held 2,148 shares of Bank of Montreal worth $291K as of Q1 2026.
Bank of Montreal was a new First Affirmative Financial Network position in Q1 2026.
Bank of Montreal made up 0.11% of First Affirmative Financial Network's portfolio in Q1 2026, its #217 holding.
First Affirmative Financial Network first reported a position in Bank of Montreal in Q1 2023 and has held it in 11 quarters since.
First Affirmative Financial Network's Bank of Montreal position peaked at $389K in Q4 2023.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.