Neuberger Berman Group’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 | $27.5M | Sell |
206,387
-5,785
| -3% | -$804K | 0.02% | 595 |
|
|
2025
Q4 | $27.6M | Buy |
212,172
+26,607
| +14% | +$3.37M | 0.02% | 590 |
|
|
2025
Q3 | $24.2M | Sell |
185,565
-6,278
| -3% | -$743K | 0.02% | 619 |
|
|
2025
Q2 | $21.2M | Buy |
191,843
+64,370
| +50% | +$6.49M | 0.02% | 636 |
|
|
2025
Q1 | $12.2M | Sell |
127,473
-7,236
| -5% | -$716K | 0.01% | 737 |
|
|
2024
Q4 | $13.1M | Buy |
134,709
+11,121
| +9% | +$1.05M | 0.01% | 747 |
|
|
2024
Q3 | $11.2M | Sell |
123,588
-9,842
| -7% | -$840K | 0.01% | 779 |
|
|
2024
Q2 | $11.2M | Sell |
133,430
-8,168
| -6% | -$742K | 0.01% | 757 |
|
|
2024
Q1 | $13.8M | Sell |
141,598
-18,306
| -11% | -$1.73M | 0.01% | 736 |
|
|
2023
Q4 | $15.9M | Buy |
159,904
+1,296
| +0.8% | +$108K | 0.01% | 672 |
|
|
2023
Q3 | $13.4M | Sell |
158,608
-22,586
| -12% | -$1.99M | 0.01% | 679 |
|
|
2023
Q2 | $16.4M | Sell |
181,194
-21,869
| -11% | -$1.93M | 0.01% | 646 |
|
|
2023
Q1 | $18.1M | Buy |
203,063
+4,425
| +2% | +$420K | 0.02% | 643 |
|
|
2022
Q4 | $18M | Sell |
198,638
-8,910
| -4% | -$825K | 0.02% | 640 |
|
|
2022
Q3 | $18.6M | Sell |
207,548
-9,460
| -4% | -$915K | 0.02% | 623 |
|
|
2022
Q2 | $21.1M | Buy |
217,008
+47,122
| +28% | +$5.01M | 0.02% | 612 |
|
|
2022
Q1 | $20.3M | Sell |
169,886
-6,153
| -3% | -$713K | 0.02% | 670 |
|
|
2021
Q4 | $19.2M | Sell |
176,039
-8,026
| -4% | -$865K | 0.02% | 696 |
|
|
2021
Q3 | $18.6M | Sell |
184,065
-2,727
| -1% | -$275K | 0.02% | 698 |
|
|
2021
Q2 | $19.4M | Sell |
186,792
-60,945
| -25% | -$6.02M | 0.02% | 698 |
|
|
2021
Q1 | $22.2M | Sell |
247,737
-13,103
| -5% | -$1.07M | 0.02% | 657 |
|
|
2020
Q4 | $19.9M | Buy |
260,840
+31,913
| +14% | +$2.18M | 0.02% | 648 |
|
|
2020
Q3 | $13.4M | Sell |
228,927
-16,120
| -7% | -$933K | 0.02% | 676 |
|
|
2020
Q2 | $13M | Buy |
245,047
+27,566
| +13% | +$1.41M | 0.02% | 666 |
|
|
2020
Q1 | $10.9M | Buy |
217,481
+80,399
| +59% | +$5.45M | 0.02% | 636 |
|
|
2019
Q4 | $10.6M | Buy |
137,082
+36,297
| +36% | +$2.73M | 0.01% | 731 |
|
|
2019
Q3 | $7.43M | Sell |
100,785
-17,864
| -15% | -$1.3M | 0.01% | 771 |
|
|
2019
Q2 | $8.96M | Buy |
118,649
+9,210
| +8% | +$705K | 0.01% | 780 |
|
|
2019
Q1 | $8.2M | Sell |
109,439
-13,004
| -11% | -$962K | 0.01% | 774 |
|
|
2018
Q4 | $8.04M | Sell |
122,443
-396
| -0.3% | -$29.4K | 0.01% | 767 |
|
|
2018
Q3 | $10.1M | Sell |
122,839
-43,189
| -26% | -$3.47M | 0.01% | 791 |
|
|
2018
Q2 | $12.8M | Sell |
166,028
-15,317
| -8% | -$1.18M | 0.01% | 756 |
|
|
2018
Q1 | $13.7M | Sell |
181,345
-9,922
| -5% | -$780K | 0.02% | 718 |
|
|
2017
Q4 | $15.3M | Buy |
+191,267
| New | +$14.9M | 0.02% | 698 |
|
Other funds holding BMO
VCM
Neuberger Berman Group's BMO Position: Q1 2026 in Review
Neuberger Berman Group reduced its Bank of Montreal (BMO) stake by 2.7% in Q1 2026, selling an estimated $804K and leaving 206,387 shares worth $27.5M. The position accounts for 0.02% of the portfolio, ranked #595.
Neuberger Berman Group first reported a position in BMO in Q4 2017 and has held it in 34 quarters since. The position peaked at $27.6M in Q4 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.
- Neuberger Berman Group held 206,387 shares of Bank of Montreal worth $27.5M as of Q1 2026.
- Neuberger Berman Group sold 5,785 Bank of Montreal shares in Q1 2026, an estimated $804K.
- Bank of Montreal made up 0.02% of Neuberger Berman Group's portfolio in Q1 2026, its #595 holding.
- Neuberger Berman Group first reported a position in Bank of Montreal in Q4 2017 and has held it in 34 quarters since.
- Neuberger Berman Group's Bank of Montreal position peaked at $27.6M in Q4 2025.
- 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.
Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.