Vantage Financial Partners (Wisconsin)’s Bank of Montreal BMO Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025 Q4	$450K	Buy	3,465 +4	+0.1%	+$507	0.09%	129
2025 Q3	$451K	Buy	3,461 +131	+4%	+$15.5K	0.09%	125
2025 Q2	$368K	Buy	3,330 +5	+0.2%	+$504	0.09%	130
2025 Q1	$318K	Buy	3,325 +4	+0.1%	+$396	0.08%	137
2024 Q4	$322K	Buy	3,321 +5	+0.2%	+$473	0.08%	127
2024 Q3	$299K	Buy	+3,316	New	+$283K	0.07%	139

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Vantage Financial Partners (Wisconsin)'s BMO Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its Bank of Montreal (BMO) stake by 0.12% in Q4 2025, buying an estimated $507 and bringing the position to 3,465 shares worth $450K. The position accounts for 0.09% of the portfolio, ranked #129.

Vantage Financial Partners (Wisconsin) first reported a position in BMO in Q3 2024 and has held it in 6 quarters since. The position peaked at $451K in Q3 2025. 615 funds tracked by Wall St. Rank hold BMO as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 3,465 shares of Bank of Montreal worth $450K as of Q4 2025.
Vantage Financial Partners (Wisconsin) bought 4 Bank of Montreal shares in Q4 2025, an estimated $507.
Bank of Montreal made up 0.09% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #129 holding.
Vantage Financial Partners (Wisconsin) first reported a position in Bank of Montreal in Q3 2024 and has held it in 6 quarters since.
Vantage Financial Partners (Wisconsin)'s Bank of Montreal position peaked at $451K in Q3 2025.
615 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.