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GAMMA Investing’s Bank of Montreal BMO Stock Holding History

GAMMA Investing’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 		$124K Hold
742
– – ﹤0.01% 1709
2026
Q2 		$131K Sell
742
-905
-55% -$142K ﹤0.01% 1604
2026
Q1 		$223K Buy
1,647
+43
+3% +$5.97K 0.01% 1034
2025
Q4 		$208K Hold
1,604
– – 0.01% 1013
2025
Q3 		$209K Hold
1,604
– – 0.01% 950
2025
Q2 		$177K Buy
1,604
+34
+2% +$3.43K 0.01% 997
2025
Q1 		$150K Hold
1,570
– – 0.01% 934
2024
Q4 		$152K Hold
1,570
– – 0.01% 840
2024
Q3 		$142K Sell
1,570
-259
-14% -$22.1K 0.01% 783
2024
Q2 		$153K Buy
1,829
+89
+5% +$8.08K 0.02% 589
2024
Q1 		$170K Hold
1,740
– – 0.03% 444
2023
Q4 		$164K Buy
+1,740
New +$145K 0.04% 367

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 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
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

GAMMA Investing's BMO Position: Q3 2026 in Review

GAMMA Investing held its Bank of Montreal (BMO) position steady in Q3 2026 at 742 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

GAMMA Investing first reported a position in BMO in Q4 2023 and has held it in 12 quarters since. The position peaked at $223K in Q1 2026. 30 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

  • GAMMA Investing held 742 shares of Bank of Montreal worth $124K as of Q3 2026.
  • GAMMA Investing left its Bank of Montreal share count unchanged in Q3 2026.
  • Bank of Montreal made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #1709 holding.
  • GAMMA Investing first reported a position in Bank of Montreal in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Bank of Montreal position peaked at $223K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.