Larson Financial Group’s Bank of Montreal BMO Stock Holding History

Larson Financial Group’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	$184K	Buy	1,099 +628	+133%	+$111K	﹤0.01%	970
2026 Q2	$83.2K	Buy	471 +84	+22%	+$13.2K	﹤0.01%	1274
2026 Q1	$52.4K	Buy	387 +70	+22%	+$9.7K	﹤0.01%	1328
2025 Q4	$41.1K	Buy	317 +79	+33%	+$10K	﹤0.01%	1333
2025 Q3	$31K	Buy	238 +196	+467%	+$23.2K	﹤0.01%	1401
2025 Q2	$4.65K	Sell	42 -151	-78%	-$15.2K	﹤0.01%	2100
2025 Q1	$18.4K	Buy	+193	New	+$19.1K	﹤0.01%	1399
2024 Q2	–	Sell	-250	Closed	-$24.4K	–	2435
2024 Q1	$24.4K	Buy	+250	New	+$23.6K	﹤0.01%	841

Other funds holding BMO

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Larson Financial Group's BMO Position: Q3 2026 in Review

Larson Financial Group increased its Bank of Montreal (BMO) stake by 133% in Q3 2026, buying an estimated $111K and bringing the position to 1,099 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Larson Financial Group first reported a position in BMO in Q1 2024 and has held it in 8 quarters since. 567 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

Larson Financial Group held 1,099 shares of Bank of Montreal worth $184K as of Q3 2026.
Larson Financial Group bought 628 Bank of Montreal shares in Q3 2026, an estimated $111K.
Bank of Montreal made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #970 holding.
Larson Financial Group first reported a position in Bank of Montreal in Q1 2024 and has held it in 8 quarters since.
567 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.