Bank Of Montreal shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Bank Of Montreal shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Bank Of Montreal
Tip: Access up to 7 years of quarterly data
All positions including Bank Of Montreal held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Bank Of Montreal by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $832k | 4.1k | 204.88 |
| 2025-06-30 | $991k | 14k | 72.70 |
| 2025-03-31 | $761k | 13k | 59.76 |
| 2024-12-31 | $514k | 19k | 27.18 |
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Top funds holding Bank Of Montreal
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