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BFC Planning, Inc.’s Bank of Montreal BMO Stock Holding History

BFC Planning, Inc.’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 		$359K Buy
2,144
+778
+57% +$137K 0.01% 724
2026
Q2 		$241K Sell
1,366
-689
-34% -$108K 0.01% 869
2026
Q1 		$278K Sell
2,055
-142
-6% -$19.7K 0.01% 757
2025
Q4 		$285K Sell
2,197
-78
-3% -$9.9K 0.01% 736
2025
Q3 		$296K Hold
2,275
– – 0.02% 534
2025
Q2 		$252K Sell
2,275
-1
-0% -$101 0.02% 542
2025
Q1 		$217K Buy
2,276
+19
+0.8% +$1.88K 0.02% 578
2024
Q4 		$219K Buy
2,257
+643
+40% +$60.8K 0.02% 578
2024
Q3 		$146K Buy
+1,614
New +$138K 0.01% 735

Other funds holding BMO

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

BFC Planning, Inc.'s BMO Position: Q3 2026 in Review

BFC Planning, Inc. increased its Bank of Montreal (BMO) stake by 57% in Q3 2026, buying an estimated $137K and bringing the position to 2,144 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #724.

BFC Planning, Inc. first reported a position in BMO in Q3 2024 and has held it in 9 quarters since. 567 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

  • BFC Planning, Inc. held 2,144 shares of Bank of Montreal worth $359K as of Q3 2026.
  • BFC Planning, Inc. bought 778 Bank of Montreal shares in Q3 2026, an estimated $137K.
  • Bank of Montreal made up 0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #724 holding.
  • BFC Planning, Inc. first reported a position in Bank of Montreal in Q3 2024 and has held it in 9 quarters since.
  • 567 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.