ESG Planning »

Bank Montreal Que shares owned by ESG Planning

Quarter-by-quarter ownership of Bank Montreal Que (FNGU) shares owned by ESG Planning from 13F filings

Historical chart of ESG Planning investment in Bank Montreal Que

Tip: Access up to 7 years of quarterly data

All positions including Bank Montreal Que held by ESG Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Bank Montreal Que by ESG Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 98k 29.16
2025-06-30 $2.4M 98k 24.89

More positions owned by ESG Planning

NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr National Mun Etf (MUB)
Vanguard World Inf Tech Etf (VGT)
Spdr Series Trust Bloomberg High Y (JNK)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Consum Dis Etf (VCR)
Amazon (AMZN)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard World Industrial Etf (VIS)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for ESG Planning

Top funds holding Bank Montreal Que

Oriental Harbor Investment Fund
Larson Financial Group
Morgan Stanley
ESG Planning
TRUE Private Wealth Advisors
Centric Wealth Management
Barclays
Citadel Advisors
Wallace Advisory Group
Mayflower Financial Advisors
Jane Street
Envestnet Asset Management
UBS Group
CI Private Wealth
Pnc Financial Services

View all funds holding Bank Montreal Que