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Bank of Montreal
CUSIP: 063679658 | 22 institutional holders
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Q3 2026
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Institutional Holders — Q3 2026
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Shares — high to low
Value — high to low
% Portfolio — high to low
Institution — A to Z
EverSource Wealth Advisors, LLC
8,111
0.0% of portfolio
›
$862.0K
Lodestone Wealth Management LLC
200
0.0% of portfolio
›
$21.3K
Institution
Shares ↓
Value
% Port.
Style
Turnover
Location
Filed
EverSource Wealth Advisors, LLC
8,111
$862.0K
0.0%
Core
Medium
Birmingham, AL
2026-11-04
Lodestone Wealth Management LLC
200
$21.3K
0.0%
Core
Low
Spokane, WA
2026-10-14