Bank of Montreal
NVEE

Bank of Montreal’s NV5 Global NVEE Stock Holding History

Bank of Montreal’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-9,032
Closed -$209K – 3732
2025
Q2 		$209K Sell
9,032
-1,070
-11% -$21.4K ﹤0.01% 2784
2025
Q1 		$195K Buy
+10,102
New +$185K ﹤0.01% 2741
2024
Q2 		– Sell
-65,380
Closed -$1.61M – 4129
2024
Q1 		$1.61M Buy
65,380
+3,740
+6% +$97.1K ﹤0.01% 1748
2023
Q4 		$1.77M Buy
61,640
+9,564
+18% +$243K ﹤0.01% 1748
2023
Q3 		$1.31M Buy
52,076
+9,536
+22% +$246K ﹤0.01% 1914
2023
Q2 		$1.2M Sell
42,540
-820
-2% -$20.1K ﹤0.01% 2078
2023
Q1 		$1.13M Buy
43,360
+216
+0.5% +$6.48K ﹤0.01% 1976
2022
Q4 		$1.6M Sell
43,144
-164
-0.4% -$5.7K ﹤0.01% 1896
2022
Q3 		$1.38K Buy
43,308
+4,316
+11% +$141K ﹤0.01% 2013
2022
Q2 		$1.13K Buy
38,992
+1,256
+3% +$37.7K ﹤0.01% 2231
2022
Q1 		$1.27M Buy
37,736
+328
+0.9% +$9.64K ﹤0.01% 2186
2021
Q4 		$1.3M Buy
37,408
+14,248
+62% +$410K ﹤0.01% 1803
2021
Q3 		$597K Buy
23,160
+7,640
+49% +$188K ﹤0.01% 2772
2021
Q2 		$369K Buy
15,520
+13,904
+860% +$316K ﹤0.01% 2985
2021
Q1 		$38K Sell
1,616
-67,800
-98% -$1.62M ﹤0.01% 3820
2020
Q4 		$1.55M Buy
69,416
+4,272
+7% +$71.9K ﹤0.01% 1965
2020
Q3 		$919K Buy
65,144
+7,356
+13% +$98.1K ﹤0.01% 2027
2020
Q2 		$694K Buy
+57,788
New +$650K ﹤0.01% 2108
2020
Q1 		– Sell
-5,424
Closed -$69K – 4507
2019
Q4 		$69K Buy
5,424
+1,436
+36% +$20.9K ﹤0.01% 3674
2019
Q3 		$69K Buy
3,988
+260
+7% +$4.72K ﹤0.01% 3482
2019
Q2 		$76K Buy
3,728
+3,404
+1,051% +$60.7K ﹤0.01% 3493
2019
Q1 		$5K Sell
324
-12,420
-97% -$214K ﹤0.01% 4032
2018
Q4 		$193K Sell
12,744
-1,856
-13% -$34.4K ﹤0.01% 2603
2018
Q3 		$318K Sell
14,600
-1,576
-10% -$32.5K ﹤0.01% 2536
2018
Q2 		$280K Sell
16,176
-2,876
-15% -$44.8K ﹤0.01% 2615
2018
Q1 		$266K Sell
19,052
-80
-0.4% -$986 ﹤0.01% 2494
2017
Q4 		$259K Buy
19,132
+404
+2% +$5.48K ﹤0.01% 2587
2017
Q3 		$256K Sell
18,728
-3,880
-17% -$43.9K ﹤0.01% 2559
2017
Q2 		$240K Sell
22,608
-588
-3% -$5.67K ﹤0.01% 2575
2017
Q1 		$218K Sell
23,196
-20
-0.1% -$189 ﹤0.01% 2426
2016
Q4 		$212K Buy
23,216
+9,476
+69% +$77.7K ﹤0.01% 2464
2016
Q3 		$111K Buy
+13,740
New +$109K ﹤0.01% 2720

Other funds holding NVEE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bank of Montreal's NVEE Position: Q3 2025 in Review

Bank of Montreal sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 9,032 shares — an estimated $209K sold.

Bank of Montreal first reported a position in NVEE in Q3 2016 and held it in 32 quarters. The position peaked at $1.77M in Q4 2023. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Bank of Montreal reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 9,032 NV5 Global shares in Q3 2025, an estimated $209K.
  • Bank of Montreal first reported a position in NV5 Global in Q3 2016 and held it in 32 quarters.
  • Bank of Montreal's NV5 Global position peaked at $1.77M in Q4 2023.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.