Tompkins Financial’s Bank of Montreal BMO Stock Holding History

Tompkins Financial’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	$167K	Hold	1,000	–	–	0.01%	223
2026 Q2	$177K	Hold	1,000	–	–	0.01%	217
2026 Q1	$135K	Hold	1,000	–	–	0.01%	237
2025 Q4	$130K	Hold	1,000	–	–	0.01%	235
2025 Q3	$130K	Hold	1,000	–	–	0.01%	227
2025 Q2	$111K	Hold	1,000	–	–	0.01%	233
2025 Q1	$95.5K	Hold	1,000	–	–	0.01%	265
2024 Q4	$97K	Hold	1,000	–	–	0.01%	261
2024 Q3	$90.2K	Hold	1,000	–	–	0.01%	280
2024 Q2	$83.8K	Hold	1,000	–	–	0.01%	294
2024 Q1	$97.7K	Hold	1,000	–	–	0.01%	277
2023 Q4	$98.9K	Hold	1,000	–	–	0.01%	272
2023 Q3	$84.4K	Hold	1,000	–	–	0.01%	274
2023 Q2	$90.3K	Hold	1,000	–	–	0.01%	276
2023 Q1	$89.1K	Hold	1,000	–	–	0.01%	275
2022 Q4	$91K	Hold	1,000	–	–	0.01%	276
2022 Q3	$88K	Hold	1,000	–	–	0.01%	275
2022 Q2	$96K	Hold	1,000	–	–	0.02%	270
2022 Q1	$118K	Buy	+1,000	New	+$116K	0.02%	266

Other funds holding BMO

CCMIC

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

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

TPM

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Canerector Inc Toronto, Ontario, Canada $218M AUM 27.41% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Tompkins Financial's BMO Position: Q3 2026 in Review

Tompkins Financial held its Bank of Montreal (BMO) position steady in Q3 2026 at 1,000 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #223.

Tompkins Financial first reported a position in BMO in Q1 2022 and has held it in 19 quarters since. The position peaked at $177K in Q2 2026. 73 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

Tompkins Financial held 1,000 shares of Bank of Montreal worth $167K as of Q3 2026.
Tompkins Financial left its Bank of Montreal share count unchanged in Q3 2026.
Bank of Montreal made up 0.01% of Tompkins Financial's portfolio in Q3 2026, its #223 holding.
Tompkins Financial first reported a position in Bank of Montreal in Q1 2022 and has held it in 19 quarters since.
Tompkins Financial's Bank of Montreal position peaked at $177K in Q2 2026.
73 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.