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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 		$134K Hold
800
– – ﹤0.01% 803
2026
Q2 		$141K Buy
+800
New +$126K ﹤0.01% 786

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.