Bank of Montreal
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Bank of Montreal’s US Physical Therapy USPH Stock Holding History

Bank of Montreal’s Portfolio USPH Stock Details USPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,630
Closed -$206K – 3815
2025
Q2 		$206K Sell
2,630
-1,140
-30% -$84K ﹤0.01% 2791
2025
Q1 		$273K Buy
3,770
+333
+10% +$27.9K ﹤0.01% 2566
2024
Q4 		$305K Buy
3,437
+69
+2% +$6.15K ﹤0.01% 2541
2024
Q3 		$284K Hold
3,368
– – ﹤0.01% 2811
2024
Q2 		$322K Buy
3,368
+100
+3% +$10.1K ﹤0.01% 2680
2024
Q1 		$369K Buy
3,268
+6
+0.2% +$599 ﹤0.01% 2645
2023
Q4 		$313K Sell
3,262
-1,760
-35% -$155K ﹤0.01% 2837
2023
Q3 		$485K Buy
5,022
+1,603
+47% +$172K ﹤0.01% 2478
2023
Q2 		$416K Sell
3,419
-426
-11% -$45.9K ﹤0.01% 2713
2023
Q1 		$377K Buy
3,845
+506
+15% +$48.3K ﹤0.01% 2627
2022
Q4 		$272K Buy
+3,339
New +$280K ﹤0.01% 2968
2022
Q3 		– Sell
-3,428
Closed -$380 – 4425
2022
Q2 		$380 Sell
3,428
-2,200
-39% -$234K ﹤0.01% 2861
2022
Q1 		$552K Sell
5,628
-166
-3% -$15.8K ﹤0.01% 2762
2021
Q4 		$572K Sell
5,794
-1,062
-15% -$106K ﹤0.01% 2299
2021
Q3 		$808K Sell
6,856
-168
-2% -$19.1K ﹤0.01% 2611
2021
Q2 		$840K Buy
7,024
+1,300
+23% +$149K ﹤0.01% 2595
2021
Q1 		$613K Buy
5,724
+179
+3% +$22.3K ﹤0.01% 2520
2020
Q4 		$718K Buy
5,545
+2,279
+70% +$230K ﹤0.01% 2487
2020
Q3 		$283K Sell
3,266
-762
-19% -$65.6K ﹤0.01% 2580
2020
Q2 		$300K Buy
4,028
+872
+28% +$63.6K ﹤0.01% 2523
2020
Q1 		$189K Sell
3,156
-1,992
-39% -$210K ﹤0.01% 2348
2019
Q4 		$588K Buy
5,148
+240
+5% +$29.9K ﹤0.01% 2573
2019
Q3 		$641K Sell
4,908
-74
-1% -$9.63K ﹤0.01% 2281
2019
Q2 		$611K Sell
4,982
-224
-4% -$25.7K ﹤0.01% 2312
2019
Q1 		$546K Sell
5,206
-152
-3% -$16.3K ﹤0.01% 2257
2018
Q4 		$549K Buy
5,358
+322
+6% +$35.7K ﹤0.01% 2133
2018
Q3 		$597K Sell
5,036
-4
-0.1% -$452 ﹤0.01% 2257
2018
Q2 		$484K Buy
5,040
+744
+17% +$69K ﹤0.01% 2351
2018
Q1 		$350K Sell
4,296
-239
-5% -$18.5K ﹤0.01% 2370
2017
Q4 		$327K Buy
4,535
+1,191
+36% +$81.3K ﹤0.01% 2481
2017
Q3 		$206K Sell
3,344
-14,937
-82% -$910K ﹤0.01% 2658
2017
Q2 		$1.1M Sell
18,281
-80,642
-82% -$5.15M ﹤0.01% 1933
2017
Q1 		$6.46M Sell
98,923
-97,467
-50% -$6.91M 0.01% 968
2016
Q4 		$12.6M Sell
196,390
-29,985
-13% -$1.91M 0.01% 719
2016
Q3 		$14.2M Sell
226,375
-6,902
-3% -$426K 0.02% 672
2016
Q2 		$14M Sell
233,277
-7,251
-3% -$398K 0.02% 661
2016
Q1 		$12M Sell
240,528
-20,245
-8% -$1.01M 0.01% 671
2015
Q4 		$14M Buy
260,773
+52,476
+25% +$2.63M 0.02% 617
2015
Q3 		$9.35M Sell
208,297
-66,718
-24% -$3.33M 0.01% 734
2015
Q2 		$15.1M Buy
275,015
+3,614
+1% +$179K 0.02% 630
2015
Q1 		$12.9M Sell
271,401
-16,536
-6% -$703K 0.01% 698
2014
Q4 		$12.1M Buy
287,937
+80,956
+39% +$3.19M 0.01% 700
2014
Q3 		$7.33M Buy
206,981
+115,782
+127% +$4.09M 0.01% 940
2014
Q2 		$3.12M Buy
91,199
+76,817
+534% +$2.48M ﹤0.01% 1270
2014
Q1 		$497K Sell
14,382
-629
-4% -$20.9K ﹤0.01% 2054
2013
Q4 		$529K Buy
15,011
+567
+4% +$18.6K ﹤0.01% 1791
2013
Q3 		$448K Buy
14,444
+999
+7% +$29.5K ﹤0.01% 1859
2013
Q2 		$372K Buy
+13,445
New +$356K ﹤0.01% 1886

Other funds holding USPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Bank of Montreal sold out of US Physical Therapy (USPH) in Q3 2025, closing a stake of 2,630 shares — an estimated $206K sold.

Bank of Montreal first reported a position in USPH in Q2 2013 and held it in 48 quarters. The position peaked at $15.1M in Q2 2015. 245 funds tracked by Wall St. Rank hold USPH as of Q3 2025.

  • Bank of Montreal reported no remaining US Physical Therapy position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 2,630 US Physical Therapy shares in Q3 2025, an estimated $206K.
  • Bank of Montreal first reported a position in US Physical Therapy in Q2 2013 and held it in 48 quarters.
  • Bank of Montreal's US Physical Therapy position peaked at $15.1M in Q2 2015.
  • 245 funds tracked by Wall St. Rank held US Physical Therapy as of Q3 2025.

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