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Polaris Financial Partners’s Bank of Montreal BMO Stock Holding History

Polaris Financial Partners’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 		$19K Buy
+114
New +$20.1K 0.01% 245

Other funds holding BMO

PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 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
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Polaris Financial Partners's BMO Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Bank of Montreal (BMO) in Q3 2026: 114 shares worth $19K. The stake represents 0.01% of the portfolio and ranks #245 among its holdings.

8 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

  • Polaris Financial Partners held 114 shares of Bank of Montreal worth $19K as of Q3 2026.
  • Bank of Montreal was a new Polaris Financial Partners position in Q3 2026.
  • Bank of Montreal made up 0.01% of Polaris Financial Partners's portfolio in Q3 2026, its #245 holding.
  • 8 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.