Hantz Financial Services
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Hantz Financial Services’s Bank of Montreal BMO Stock Holding History

Hantz Financial Services’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 		$2K Hold
12
– – ﹤0.01% 2326
2026
Q2 		$2K Hold
12
– – ﹤0.01% 2305
2026
Q1 		$2K Hold
12
– – ﹤0.01% 2273
2025
Q4 		$2K Hold
12
– – ﹤0.01% 2225
2025
Q3 		$2K Buy
+12
New +$1.42K ﹤0.01% 2145

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

Hantz Financial Services's BMO Position: Q3 2026 in Review

Hantz Financial Services held its Bank of Montreal (BMO) position steady in Q3 2026 at 12 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2326.

Hantz Financial Services first reported a position in BMO in Q3 2025 and has held it in 5 quarters since. 567 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

  • Hantz Financial Services held 12 shares of Bank of Montreal worth $2K as of Q3 2026.
  • Hantz Financial Services left its Bank of Montreal share count unchanged in Q3 2026.
  • Bank of Montreal made up ﹤0.01% of Hantz Financial Services's portfolio in Q3 2026, its #2326 holding.
  • Hantz Financial Services first reported a position in Bank of Montreal in Q3 2025 and has held it in 5 quarters since.
  • 567 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on Hantz Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.