Shade Tree Advisors’s Bank of Montreal BMO Stock Holding History

Shade Tree Advisors’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	$372K	Buy	+2,225	New	+$393K	0.2%	49

Other funds holding BMO

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.06B AUM 22.67% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.13B AUM 28.37% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

Rempart Asset Management Montreal, Canada $488M AUM 18.34% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Shade Tree Advisors's BMO Position: Q3 2026 in Review

Shade Tree Advisors opened a new position in Bank of Montreal (BMO) in Q3 2026: 2,225 shares worth $372K. The stake represents 0.2% of the portfolio and ranks #49 among its holdings.

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

Shade Tree Advisors held 2,225 shares of Bank of Montreal worth $372K as of Q3 2026.
Bank of Montreal was a new Shade Tree Advisors position in Q3 2026.
Bank of Montreal made up 0.2% of Shade Tree Advisors's portfolio in Q3 2026, its #49 holding.
206 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on Shade Tree Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.