Enterprise Bank & Trust’s Bank of Montreal BMO Stock Holding History

Enterprise Bank & Trust’s Portfolio BMO Stock Details BMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$323K	Hold	2,920	–	–	0.12%	101
2025 Q1	$279K	Hold	2,920	–	–	0.11%	110
2024 Q4	$283K	Hold	2,920	–	–	0.09%	107
2024 Q3	$263K	Hold	2,920	–	–	0.08%	109
2024 Q2	$245K	Hold	2,920	–	–	0.08%	111
2024 Q1	$285K	Hold	2,920	–	–	0.1%	106
2023 Q4	$289K	Hold	2,920	–	–	0.1%	103
2023 Q3	$246K	Hold	2,920	–	–	0.1%	97
2023 Q2	$264K	Hold	2,920	–	–	0.1%	99
2023 Q1	$260K	Hold	2,920	–	–	0.11%	89
2022 Q4	$265K	Hold	2,920	–	–	0.13%	89
2022 Q3	$256K	Hold	2,920	–	–	0.13%	79
2022 Q2	$281K	Hold	2,920	–	–	0.13%	80
2022 Q1	$344K	Hold	2,920	–	–	0.14%	76
2021 Q4	$315K	Hold	2,920	–	–	0.11%	78
2021 Q3	$291K	Hold	2,920	–	–	0.11%	79
2021 Q2	$299K	Buy	+2,920	New	+$288K	0.12%	75

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Enterprise Bank & Trust's BMO Position: Q2 2025 in Review

Enterprise Bank & Trust held its Bank of Montreal (BMO) position steady in Q2 2025 at 2,920 shares worth $323K. The position accounts for 0.12% of the portfolio, ranked #101.

Enterprise Bank & Trust first reported a position in BMO in Q2 2021 and has held it in 17 quarters since. The position peaked at $344K in Q1 2022. 566 funds tracked by Wall St. Rank hold BMO as of Q2 2025.

Enterprise Bank & Trust held 2,920 shares of Bank of Montreal worth $323K as of Q2 2025.
Enterprise Bank & Trust left its Bank of Montreal share count unchanged in Q2 2025.
Bank of Montreal made up 0.12% of Enterprise Bank & Trust's portfolio in Q2 2025, its #101 holding.
Enterprise Bank & Trust first reported a position in Bank of Montreal in Q2 2021 and has held it in 17 quarters since.
Enterprise Bank & Trust's Bank of Montreal position peaked at $344K in Q1 2022.
566 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2025.

Based on Enterprise Bank & Trust's 13F filing for Q2 2025, filed 7 Jul 2025.