Bank of Montreal’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $377K | Buy |
6,432
+500
| +8% | +$30.6K | ﹤0.01% | 2529 |
|
|
2025
Q4 | $341K | Sell |
5,932
-80
| -1% | -$4.6K | ﹤0.01% | 2510 |
|
|
2025
Q3 | $353K | Sell |
6,012
-5,028
| -46% | -$291K | ﹤0.01% | 2451 |
|
|
2025
Q2 | $628K | Buy |
11,040
+40
| +0.4% | +$2.22K | ﹤0.01% | 2147 |
|
|
2025
Q1 | $625K | Buy |
11,000
+1,860
| +20% | +$115K | ﹤0.01% | 2054 |
|
|
2024
Q4 | $564K | Buy |
9,140
+255
| +3% | +$16.3K | ﹤0.01% | 2168 |
|
|
2024
Q3 | $508K | Sell |
8,885
-37
| -0.4% | -$2.12K | ﹤0.01% | 2409 |
|
|
2024
Q2 | $422K | Sell |
8,922
-957
| -10% | -$43.3K | ﹤0.01% | 2502 |
|
|
2024
Q1 | $475K | Sell |
9,879
-3,395
| -26% | -$158K | ﹤0.01% | 2470 |
|
|
2023
Q4 | $713K | Buy |
13,274
+4,095
| +45% | +$184K | ﹤0.01% | 2273 |
|
|
2023
Q3 | $483K | Sell |
9,179
-1,082
| -11% | -$51.3K | ﹤0.01% | 2482 |
|
|
2023
Q2 | $561K | Sell |
10,261
-2,449
| -19% | -$120K | ﹤0.01% | 2513 |
|
|
2023
Q1 | $770K | Sell |
12,710
-11,596
| -48% | -$679K | ﹤0.01% | 2211 |
|
|
2022
Q4 | $1.53M | Buy |
24,306
+12,185
| +101% | +$762K | ﹤0.01% | 1924 |
|
|
2022
Q3 | $791 | Buy |
12,121
+61
| +0.5% | +$4.02K | ﹤0.01% | 2315 |
|
|
2022
Q2 | $773 | Sell |
12,060
-9,056
| -43% | -$593K | ﹤0.01% | 2468 |
|
|
2022
Q1 | $1.52M | Buy |
21,116
+539
| +3% | +$39.2K | ﹤0.01% | 2084 |
|
|
2021
Q4 | $1.54M | Sell |
20,577
-3,924
| -16% | -$286K | ﹤0.01% | 1717 |
|
|
2021
Q3 | $1.7M | Buy |
24,501
+99
| +0.4% | +$7.1K | ﹤0.01% | 2165 |
|
|
2021
Q2 | $1.87M | Buy |
24,402
+4,003
| +20% | +$315K | ﹤0.01% | 2098 |
|
|
2021
Q1 | $1.58M | Buy |
20,399
+188
| +0.9% | +$13.5K | ﹤0.01% | 1899 |
|
|
2020
Q4 | $1.36M | Buy |
20,211
+9,840
| +95% | +$604K | ﹤0.01% | 2040 |
|
|
2020
Q3 | $592K | Buy |
10,371
+218
| +2% | +$12.6K | ﹤0.01% | 2256 |
|
|
2020
Q2 | $531K | Buy |
10,153
+5,598
| +123% | +$329K | ﹤0.01% | 2238 |
|
|
2020
Q1 | $281K | Sell |
4,555
-36,840
| -89% | -$2.39M | ﹤0.01% | 2217 |
|
|
2019
Q4 | $2.94M | Buy |
41,395
+31,524
| +319% | +$2.11M | ﹤0.01% | 1664 |
|
|
2019
Q3 | $609K | Buy |
9,871
+280
| +3% | +$17.7K | ﹤0.01% | 2300 |
|
|
2019
Q2 | $631K | Buy |
9,591
+4,297
| +81% | +$275K | ﹤0.01% | 2286 |
|
|
2019
Q1 | $317K | Buy |
5,294
+1,026
| +24% | +$63.3K | ﹤0.01% | 2507 |
|
|
2018
Q4 | $249K | Buy |
4,268
+358
| +9% | +$21.6K | ﹤0.01% | 2477 |
|
|
2018
Q3 | $239K | Sell |
3,910
-12
| -0.3% | -$765 | ﹤0.01% | 2650 |
|
|
2018
Q2 | $231K | Buy |
3,922
+357
| +10% | +$20.8K | ﹤0.01% | 2690 |
|
|
2018
Q1 | $190K | Sell |
3,565
-605
| -15% | -$32.9K | ﹤0.01% | 2657 |
|
|
2017
Q4 | $223K | Hold |
4,170
| – | – | ﹤0.01% | 2633 |
|
|
2017
Q3 | $230K | Sell |
4,170
-61
| -1% | -$3.26K | ﹤0.01% | 2615 |
|
|
2017
Q2 | $237K | Buy |
4,231
+49
| +1% | +$2.71K | ﹤0.01% | 2585 |
|
|
2017
Q1 | $230K | Buy |
4,182
+25
| +0.6% | +$1.46K | ﹤0.01% | 2397 |
|
|
2016
Q4 | $236K | Sell |
4,157
-171
| -4% | -$9.13K | ﹤0.01% | 2425 |
|
|
2016
Q3 | $209K | Sell |
4,328
-26
| -0.6% | -$1.17K | ﹤0.01% | 2447 |
|
|
2016
Q2 | $178K | Buy |
4,354
+147
| +3% | +$5.84K | ﹤0.01% | 2524 |
|
|
2016
Q1 | $160K | Sell |
4,207
-958
| -19% | -$35.7K | ﹤0.01% | 2589 |
|
|
2015
Q4 | $206K | Buy |
5,165
+1,471
| +40% | +$59.7K | ﹤0.01% | 2401 |
|
|
2015
Q3 | $137K | Hold |
3,694
| – | – | ﹤0.01% | 2446 |
|
|
2015
Q2 | $139K | Buy |
3,694
+3,203
| +652% | +$115K | ﹤0.01% | 2568 |
|
|
2015
Q1 | $17K | Sell |
491
-155
| -24% | -$5.48K | ﹤0.01% | 3307 |
|
|
2014
Q4 | $24K | Sell |
646
-480
| -43% | -$17.6K | ﹤0.01% | 3304 |
|
|
2014
Q3 | $38K | Sell |
1,126
-2,950
| -72% | -$104K | ﹤0.01% | 3236 |
|
|
2014
Q2 | $148K | Buy |
4,076
+238
| +6% | +$8.79K | ﹤0.01% | 2640 |
|
|
2014
Q1 | $149K | Buy |
3,838
+713
| +23% | +$26.4K | ﹤0.01% | 2628 |
|
|
2013
Q4 | $124K | Sell |
3,125
-769
| -20% | -$28.4K | ﹤0.01% | 2439 |
|
|
2013
Q3 | $133K | Sell |
3,894
-655
| -14% | -$21.9K | ﹤0.01% | 2403 |
|
|
2013
Q2 | $140K | Buy |
+4,549
| New | +$133K | ﹤0.01% | 2309 |
|
Other funds holding CBU
VPM
VCM
Bank of Montreal's CBU Position: Q1 2026 in Review
Bank of Montreal increased its Community Bank (CBU) stake by 8.4% in Q1 2026, buying an estimated $30.6K and bringing the position to 6,432 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #2529.
Bank of Montreal first reported a position in CBU in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.94M in Q4 2019. 265 funds tracked by Wall St. Rank hold CBU as of Q1 2026.
- Bank of Montreal held 6,432 shares of Community Bank worth $377K as of Q1 2026.
- Bank of Montreal bought 500 Community Bank shares in Q1 2026, an estimated $30.6K.
- Community Bank made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2529 holding.
- Bank of Montreal first reported a position in Community Bank in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's Community Bank position peaked at $2.94M in Q4 2019.
- 265 funds tracked by Wall St. Rank held Community Bank as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.