Bank of Montreal
CON

Bank of Montreal’s Concentra Group Holdings CON Stock Holding History

Bank of Montreal’s Portfolio CON Stock Details CON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$332K Buy
15,478
+1,483
+11% +$33K ﹤0.01% 2608
2025
Q4 		$275K Sell
13,995
-297
-2% -$5.94K ﹤0.01% 2647
2025
Q3 		$299K Sell
14,292
-9,274
-39% -$198K ﹤0.01% 2527
2025
Q2 		$485K Buy
23,566
+426
+2% +$9.1K ﹤0.01% 2299
2025
Q1 		$502K Buy
23,140
+3,744
+19% +$82.4K ﹤0.01% 2193
2024
Q4 		$384K Buy
+19,396
New +$401K ﹤0.01% 2397

Other funds holding CON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Bank of Montreal's CON Position: Q1 2026 in Review

Bank of Montreal increased its Concentra Group Holdings (CON) stake by 11% in Q1 2026, buying an estimated $33K and bringing the position to 15,478 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #2608.

Bank of Montreal first reported a position in CON in Q4 2024 and has held it in 6 quarters since. The position peaked at $502K in Q1 2025. 279 funds tracked by Wall St. Rank hold CON as of Q1 2026.

  • Bank of Montreal held 15,478 shares of Concentra Group Holdings worth $332K as of Q1 2026.
  • Bank of Montreal bought 1,483 Concentra Group Holdings shares in Q1 2026, an estimated $33K.
  • Concentra Group Holdings made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2608 holding.
  • Bank of Montreal first reported a position in Concentra Group Holdings in Q4 2024 and has held it in 6 quarters since.
  • Bank of Montreal's Concentra Group Holdings position peaked at $502K in Q1 2025.
  • 279 funds tracked by Wall St. Rank held Concentra Group Holdings as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.