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Valeo Financial Advisors’s Bank of Montreal BMO Stock Holding History

Valeo Financial 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 		$388K Buy
2,317
+94
+4% +$16.6K 0.01% 542
2026
Q2 		$393K Buy
2,223
+6
+0.3% +$943 0.01% 528
2026
Q1 		$300K Buy
2,217
+55
+3% +$7.64K 0.01% 545
2025
Q4 		$281K Hold
2,162
– – 0.01% 649
2025
Q3 		$282K Hold
2,162
– – 0.01% 628
2025
Q2 		$239K Sell
2,162
-125
-5% -$12.6K 0.01% 648
2025
Q1 		$218K Sell
2,287
-578
-20% -$57.2K 0.01% 618
2024
Q4 		$278K Buy
2,865
+125
+5% +$11.8K 0.01% 569
2024
Q3 		$247K Buy
2,740
+59
+2% +$5.03K 0.01% 591
2024
Q2 		$225K Hold
2,681
– – 0.01% 581
2024
Q1 		$249K Buy
2,681
+20
+0.8% +$1.89K 0.01% 555
2023
Q4 		$263K Sell
2,661
-210
-7% -$17.5K 0.01% 531
2023
Q3 		$242K Buy
2,871
+35
+1% +$3.08K 0.01% 514
2023
Q2 		$256K Sell
2,836
-123
-4% -$10.9K 0.01% 470
2023
Q1 		$264K Buy
2,959
+498
+20% +$47.3K 0.01% 475
2022
Q4 		$223K Buy
+2,461
New +$228K 0.01% 458
2022
Q2 		– Sell
-1,698
Closed -$200K – 533
2022
Q1 		$200K Buy
+1,698
New +$197K 0.01% 547
2021
Q2 		– Sell
-1,441
Closed -$128K – 682
2021
Q1 		$128K Buy
1,441
+41
+3% +$3.34K 0.01% 548
2020
Q4 		$106K Hold
1,400
– – 0.01% 551
2020
Q3 		$82K Sell
1,400
-82
-6% -$4.75K 0.01% 519
2020
Q2 		$79K Buy
1,482
+82
+6% +$4.18K 0.01% 581
2020
Q1 		$75K Hold
1,400
– – 0.01% 489
2019
Q4 		$108K Hold
1,400
– – 0.01% 445
2019
Q3 		$103K Hold
1,400
– – 0.01% 426
2019
Q2 		$106K Hold
1,400
– – 0.01% 420
2019
Q1 		$105K Hold
1,400
– – 0.01% 401
2018
Q4 		$91K Hold
1,400
– – 0.01% 395
2018
Q3 		$105K Sell
1,400
-400
-22% -$32.2K 0.01% 386
2018
Q2 		$142K Buy
1,800
+400
+29% +$30.8K 0.02% 341
2018
Q1 		$106K Buy
1,400
+400
+40% +$31.5K 0.02% 356
2017
Q4 		$80K Hold
1,000
– – 0.01% 380
2017
Q3 		$76K Buy
+1,000
New +$74.6K 0.02% 334

Other funds holding BMO

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return

Valeo Financial Advisors's BMO Position: Q3 2026 in Review

Valeo Financial Advisors increased its Bank of Montreal (BMO) stake by 4.2% in Q3 2026, buying an estimated $16.6K and bringing the position to 2,317 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #542.

Valeo Financial Advisors first reported a position in BMO in Q3 2017 and has held it in 32 quarters since. The position peaked at $393K in Q2 2026. 26 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

  • Valeo Financial Advisors held 2,317 shares of Bank of Montreal worth $388K as of Q3 2026.
  • Valeo Financial Advisors bought 94 Bank of Montreal shares in Q3 2026, an estimated $16.6K.
  • Bank of Montreal made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #542 holding.
  • Valeo Financial Advisors first reported a position in Bank of Montreal in Q3 2017 and has held it in 32 quarters since.
  • Valeo Financial Advisors's Bank of Montreal position peaked at $393K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.