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Passumpsic Savings Bank’s Bank of Montreal BMO Stock Holding History

Passumpsic Savings 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
2025
Q4 		$690K Buy
+5,314
New +$673K 0.38% 57
2024
Q4 		$500K Buy
5,155
+13
+0.3% +$1.23K 0.31% 64
2024
Q3 		$464K Buy
5,142
+105
+2% +$8.96K 0.3% 67
2024
Q2 		$422K Buy
5,037
+253
+5% +$23K 0.3% 65
2024
Q1 		$467K Buy
+4,784
New +$452K 0.3% 69

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Passumpsic Savings Bank's BMO Position: Q4 2025 in Review

Passumpsic Savings Bank opened a new position in Bank of Montreal (BMO) in Q4 2025: 5,314 shares worth $690K. The stake represents 0.38% of the portfolio and ranks #57 among its holdings. This is a return to the name: Passumpsic Savings Bank previously reported a position in BMO as recently as Q4 2024.

Passumpsic Savings Bank first reported a position in BMO in Q1 2024 and has held it in 5 quarters since. 617 funds tracked by Wall St. Rank hold BMO as of Q4 2025.

  • Passumpsic Savings Bank held 5,314 shares of Bank of Montreal worth $690K as of Q4 2025.
  • Bank of Montreal was a new Passumpsic Savings Bank position in Q4 2025.
  • Bank of Montreal made up 0.38% of Passumpsic Savings Bank's portfolio in Q4 2025, its #57 holding.
  • Passumpsic Savings Bank first reported a position in Bank of Montreal in Q1 2024 and has held it in 5 quarters since.
  • 617 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2025.

Based on Passumpsic Savings Bank's 13F filing for Q4 2025, filed 5 Feb 2026.