NBT Bank’s Bank of Montreal BMO Stock Holding History

NBT Bank’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	$8.14M	Buy	46,083 +14	+0%	+$2.2K	0.54%	46
2026 Q1	$6.23M	Buy	46,069 +44,769	+3,444%	+$6.22M	0.41%	65
2025 Q4	$5.98M	Sell	1,300 -2	-0.2%	-$253	0.39%	67
2025 Q3	$6M	Sell	1,302 -44,785	-97%	-$5.3M	0.39%	66
2025 Q2	$5.1M	Buy	46,087 +44,075	+2,191%	+$4.44M	0.35%	78
2025 Q1	$192K	Sell	2,012 -43,824	-96%	-$4.33M	0.01%	369
2024 Q4	$4.45M	Hold	45,836	–	–	0.31%	83
2024 Q3	$4.13M	Buy	45,836 +400	+0.9%	+$34.1K	0.28%	88
2024 Q2	$3.8M	Hold	45,436	–	–	0.27%	90
2024 Q1	$4.44M	Hold	45,436	–	–	0.33%	72
2023 Q4	$4.5M	Buy	45,436 +41,811	+1,153%	+$3.49M	0.35%	68
2023 Q3	$306K	Buy	+3,625	New	+$319K	0.03%	265

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

NBT Bank's BMO Position: Q2 2026 in Review

NBT Bank increased its Bank of Montreal (BMO) stake by 0.03% in Q2 2026, buying an estimated $2.2K and bringing the position to 46,083 shares worth $8.14M. The position accounts for 0.54% of the portfolio, ranked #46.

NBT Bank first reported a position in BMO in Q3 2023 and has held it in 12 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

NBT Bank held 46,083 shares of Bank of Montreal worth $8.14M as of Q2 2026.
NBT Bank bought 14 Bank of Montreal shares in Q2 2026, an estimated $2.2K.
Bank of Montreal made up 0.54% of NBT Bank's portfolio in Q2 2026, its #46 holding.
NBT Bank first reported a position in Bank of Montreal in Q3 2023 and has held it in 12 quarters since.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.