Crescent Grove Advisors’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $520K | Hold |
3,839
| – | – | 0.05% | 178 |
|
|
2025
Q4 | $498K | Hold |
3,839
| – | – | 0.05% | 179 |
|
|
2025
Q3 | $500K | Hold |
3,839
| – | – | 0.05% | 170 |
|
|
2025
Q2 | $425K | Sell |
3,839
-990
| -21% | -$99.8K | 0.04% | 175 |
|
|
2025
Q1 | $461K | Sell |
4,829
-120
| -2% | -$11.9K | 0.05% | 162 |
|
|
2024
Q4 | $480K | Sell |
4,949
-1,506
| -23% | -$142K | 0.05% | 162 |
|
|
2024
Q3 | $582K | Sell |
6,455
-990
| -13% | -$84.5K | 0.06% | 156 |
|
|
2024
Q2 | $624K | Hold |
7,445
| – | – | 0.07% | 147 |
|
|
2024
Q1 | $727K | Sell |
7,445
-404
| -5% | -$38.1K | 0.08% | 139 |
|
|
2023
Q4 | $777K | Sell |
7,849
-805
| -9% | -$67.2K | 0.09% | 131 |
|
|
2023
Q3 | $730K | Buy |
8,654
+52
| +0.6% | +$4.57K | 0.09% | 131 |
|
|
2023
Q2 | $777K | Sell |
8,602
-267
| -3% | -$23.6K | 0.08% | 128 |
|
|
2023
Q1 | $790K | Sell |
8,869
-94
| -1% | -$8.92K | 0.09% | 127 |
|
|
2022
Q4 | $812K | Sell |
8,963
-48
| -0.5% | -$4.44K | 0.08% | 132 |
|
|
2022
Q3 | $790K | Sell |
9,011
-842
| -9% | -$81.4K | 0.09% | 119 |
|
|
2022
Q2 | $948K | Sell |
9,853
-2,751
| -22% | -$292K | 0.1% | 105 |
|
|
2022
Q1 | $1.49M | Buy |
12,604
+1,653
| +15% | +$192K | 0.15% | 79 |
|
|
2021
Q4 | $1.18M | Buy |
10,951
+1,787
| +20% | +$193K | 0.11% | 98 |
|
|
2021
Q3 | $914K | Sell |
9,164
-146
| -2% | -$14.7K | 0.1% | 108 |
|
|
2021
Q2 | $955K | Sell |
9,310
-1,173
| -11% | -$116K | 0.1% | 106 |
|
|
2021
Q1 | $934K | Buy |
10,483
+892
| +9% | +$72.8K | 0.11% | 97 |
|
|
2020
Q4 | $729K | Buy |
9,591
+799
| +9% | +$54.7K | 0.1% | 89 |
|
|
2020
Q3 | $514K | Hold |
8,792
| – | – | 0.1% | 95 |
|
|
2020
Q2 | $466K | Hold |
8,792
| – | – | 0.1% | 91 |
|
|
2020
Q1 | $442K | Buy |
8,792
+1,458
| +20% | +$98.8K | 0.1% | 83 |
|
|
2019
Q4 | $568K | Sell |
7,334
-130
| -2% | -$9.79K | 0.1% | 90 |
|
|
2019
Q3 | $550K | Buy |
7,464
+52
| +0.7% | +$3.79K | 0.11% | 84 |
|
|
2019
Q2 | $559K | Sell |
7,412
-100
| -1% | -$7.65K | 0.11% | 83 |
|
|
2019
Q1 | $562K | Hold |
7,512
| – | – | 0.12% | 87 |
|
|
2018
Q4 | $491K | Buy |
7,512
+2,471
| +49% | +$183K | 0.1% | 95 |
|
|
2018
Q3 | $416K | Sell |
5,041
-261
| -5% | -$21K | 0.09% | 91 |
|
|
2018
Q2 | $410K | Hold |
5,302
| – | – | 0.1% | 90 |
|
|
2018
Q1 | $401K | Sell |
5,302
-84
| -2% | -$6.61K | 0.1% | 90 |
|
|
2017
Q4 | $431K | Buy |
5,386
+96
| +2% | +$7.49K | 0.11% | 84 |
|
|
2017
Q3 | $401K | Sell |
5,290
-180
| -3% | -$13.4K | 0.1% | 84 |
|
|
2017
Q2 | $402K | Buy |
+5,470
| New | +$387K | 0.12% | 81 |
|
Other funds holding BMO
VCM
Crescent Grove Advisors's BMO Position: Q1 2026 in Review
Crescent Grove Advisors held its Bank of Montreal (BMO) position steady in Q1 2026 at 3,839 shares worth $520K. The position accounts for 0.05% of the portfolio, ranked #178.
Crescent Grove Advisors first reported a position in BMO in Q2 2017 and has held it in 36 quarters since. The position peaked at $1.49M in Q1 2022. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.
- Crescent Grove Advisors held 3,839 shares of Bank of Montreal worth $520K as of Q1 2026.
- Crescent Grove Advisors left its Bank of Montreal share count unchanged in Q1 2026.
- Bank of Montreal made up 0.05% of Crescent Grove Advisors's portfolio in Q1 2026, its #178 holding.
- Crescent Grove Advisors first reported a position in Bank of Montreal in Q2 2017 and has held it in 36 quarters since.
- Crescent Grove Advisors's Bank of Montreal position peaked at $1.49M in Q1 2022.
- 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.
Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.