Bank of Montreal’s Construction Partners ROAD Stock Holding History

Bank of Montreal’s Portfolio ROAD Stock Details ROAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,019	Closed	-$219K	–	3991
2025 Q4	$219K	Hold	2,019	–	–	﹤0.01%	2795
2025 Q3	$256K	Sell	2,019 -131	-6%	-$15K	﹤0.01%	2620
2025 Q2	$229K	Buy	+2,150	New	+$201K	﹤0.01%	2729
2021 Q2	–	Sell	-3,265	Closed	-$97K	–	4707
2021 Q1	$97K	Sell	3,265 -3,577	-52%	-$108K	﹤0.01%	3411
2020 Q4	$234K	Buy	6,842 +2,840	+71%	+$67.9K	﹤0.01%	3145
2020 Q3	$76K	Buy	4,002 +188	+5%	+$3.37K	﹤0.01%	3235
2020 Q2	$60K	Buy	3,814 +1,498	+65%	+$25.5K	﹤0.01%	3349
2020 Q1	$40K	Sell	2,316 -2,219	-49%	-$36.9K	﹤0.01%	2985
2019 Q4	$77K	Buy	4,535 +1,118	+33%	+$19.6K	﹤0.01%	3615
2019 Q3	$53K	Buy	3,417 +98	+3%	+$1.47K	﹤0.01%	3597
2019 Q2	$50K	Buy	+3,319	New	+$43.3K	﹤0.01%	3693

Other funds holding ROAD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of Montreal sold out of Construction Partners (ROAD) in Q1 2026, closing a stake of 2,019 shares — an estimated $219K sold.

Bank of Montreal first reported a position in ROAD in Q2 2019 and held it in 11 quarters. The position peaked at $256K in Q3 2025. 343 funds tracked by Wall St. Rank hold ROAD as of Q1 2026.

Bank of Montreal reported no remaining Construction Partners position as of Q1 2026 after selling out during the quarter.
Bank of Montreal sold 2,019 Construction Partners shares in Q1 2026, an estimated $219K.
Bank of Montreal first reported a position in Construction Partners in Q2 2019 and held it in 11 quarters.
Bank of Montreal's Construction Partners position peaked at $256K in Q3 2025.
343 funds tracked by Wall St. Rank held Construction Partners as of Q1 2026.

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