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Rockland Trust’s Bank of Montreal BMO Stock Holding History

Rockland 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 		$573K Hold
3,243
– – 0.02% 214
2026
Q1 		$439K Hold
3,243
– – 0.02% 233
2025
Q4 		$421K Buy
3,243
+323
+11% +$40.9K 0.02% 234
2025
Q3 		$380K Buy
+2,920
New +$346K 0.02% 238

Other funds holding BMO

CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rockland Trust's BMO Position: Q2 2026 in Review

Rockland Trust held its Bank of Montreal (BMO) position steady in Q2 2026 at 3,243 shares worth $573K. The position accounts for 0.02% of the portfolio, ranked #214.

Rockland Trust first reported a position in BMO in Q3 2025 and has held it in 4 quarters since. 267 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Rockland Trust held 3,243 shares of Bank of Montreal worth $573K as of Q2 2026.
  • Rockland Trust left its Bank of Montreal share count unchanged in Q2 2026.
  • Bank of Montreal made up 0.02% of Rockland Trust's portfolio in Q2 2026, its #214 holding.
  • Rockland Trust first reported a position in Bank of Montreal in Q3 2025 and has held it in 4 quarters since.
  • 267 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.