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

Root 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 		$15.7K Buy
+94
New +$16.6K ﹤0.01% 1685
2026
Q2 		– Sell
-29
Closed -$3.92K – 778
2026
Q1 		$3.92K Buy
29
+22
+314% +$3.06K ﹤0.01% 2045
2025
Q4 		$909 Buy
7
+6
+600% +$760 ﹤0.01% 2121
2025
Q3 		$130 Buy
+1
New +$118 ﹤0.01% 2230

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

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

Root Financial Partners opened a new position in Bank of Montreal (BMO) in Q3 2026: 94 shares worth $15.7K. The stake represents ﹤0.01% of the portfolio and ranks #1685 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BMO as recently as Q1 2026.

Root Financial Partners first reported a position in BMO in Q3 2025 and has held it in 4 quarters since. 567 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

  • Root Financial Partners held 94 shares of Bank of Montreal worth $15.7K as of Q3 2026.
  • Bank of Montreal was a new Root Financial Partners position in Q3 2026.
  • Bank of Montreal made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1685 holding.
  • Root Financial Partners first reported a position in Bank of Montreal in Q3 2025 and has held it in 4 quarters since.
  • 567 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.