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EQTYEQTY
2 quarters

Position history for BANK OF MONTREAL /CAN/BANK OF MONTREAL /CAN/'s holdings in VALUED ADVISERS TR

BANK OF MONTREAL /CAN/ holds 25,164 shares of EQTY (VALUED ADVISERS TR), worth $703,346 as of 2026-Q2. The position was increased (+165.5% shares). EQTY represents 0.0% of BANK OF MONTREAL /CAN/'s portfolio.

Current Value

$703,346

Current Shares

25,164

Total Value Change

+$462,105

Total Shares Change

+15,685

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
25,164
+165.5%
$703,3460.0%$27.95
40
2026-Q1
New
9,479
-
$241,2410.0%$27.21
32

Other major holders of EQTY: Focus Partners Wealth, NorthCoast Asset Management LLC

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