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

Grove 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
2026 Q2	$125K	Hold	710	–	–	0.01%	318
2026 Q1	$96.1K	Hold	710	–	–	0.01%	343
2025 Q4	$92.2K	Hold	710	–	–	0.01%	349
2025 Q3	$92.5K	Hold	710	–	–	0.01%	345
2025 Q2	$78.5K	Hold	710	–	–	0.01%	371
2025 Q1	$67.8K	Buy	710 +200	+39%	+$19.8K	0.01%	373
2024 Q4	$49.5K	Sell	510 -57	-10%	-$5.39K	0.01%	374
2024 Q3	$51.1K	Buy	567 +57	+11%	+$4.86K	0.01%	355
2024 Q2	$42.8K	Hold	510	–	–	0.01%	371
2024 Q1	$49.8K	Hold	510	–	–	0.01%	377
2023 Q4	$50.5K	Hold	510	–	–	0.01%	357
2023 Q3	$43K	Hold	510	–	–	0.01%	383
2023 Q2	$46.1K	Hold	510	–	–	0.01%	377
2023 Q1	$45.4K	Hold	510	–	–	0.01%	382
2022 Q4	$46K	Buy	+510	New	+$47.2K	0.01%	377
2018 Q1	–	Sell	-510	Closed	-$41K	–	192
2017 Q4	$41K	Hold	510	–	–	0.02%	312
2017 Q3	$39K	Hold	510	–	–	0.02%	323
2017 Q2	$37K	Buy	+510	New	+$36.1K	0.02%	287

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Grove Bank & Trust's BMO Position: Q2 2026 in Review

Grove Bank & Trust held its Bank of Montreal (BMO) position steady in Q2 2026 at 710 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #318.

Grove Bank & Trust first reported a position in BMO in Q2 2017 and has held it in 18 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Grove Bank & Trust held 710 shares of Bank of Montreal worth $125K as of Q2 2026.
Grove Bank & Trust left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up 0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #318 holding.
Grove Bank & Trust first reported a position in Bank of Montreal in Q2 2017 and has held it in 18 quarters since.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.