Sandy Spring Bank’s Bank of Montreal BMO Stock Holding History

Sandy Spring 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 Q1	$2.2K	Hold	23	–	–	﹤0.01%	1037
2024 Q4	$2.23K	Hold	23	–	–	﹤0.01%	1057
2024 Q3	$2.08K	Hold	23	–	–	﹤0.01%	1032
2024 Q2	$1.93K	Hold	23	–	–	﹤0.01%	1100
2024 Q1	$2.25K	Hold	23	–	–	﹤0.01%	1040
2023 Q4	$2.28K	Hold	23	–	–	﹤0.01%	1007
2023 Q3	$1.94K	Hold	23	–	–	﹤0.01%	1031
2023 Q2	$2.08K	Hold	23	–	–	﹤0.01%	1063
2023 Q1	$2.05K	Hold	23	–	–	﹤0.01%	1021
2022 Q4	$2.08K	Hold	23	–	–	﹤0.01%	1017
2022 Q3	$2K	Hold	23	–	–	﹤0.01%	1021
2022 Q2	$2K	Hold	23	–	–	﹤0.01%	1037
2022 Q1	$3K	Sell	23 -1,016	-98%	-$118K	﹤0.01%	1012
2021 Q4	$112K	Hold	1,039	–	–	0.01%	421
2021 Q3	$104K	Hold	1,039	–	–	0.01%	417
2021 Q2	$107K	Hold	1,039	–	–	0.01%	414
2021 Q1	$93K	Sell	1,039 -335	-24%	-$27.3K	0.01%	415
2020 Q4	$104K	Hold	1,374	–	–	0.01%	383
2020 Q3	$80K	Hold	1,374	–	–	0.01%	397
2020 Q2	$73K	Sell	1,374 -1,400	-50%	-$71.4K	0.01%	396
2020 Q1	$139K	Hold	2,774	–	–	0.01%	305
2019 Q4	$215K	Hold	2,774	–	–	0.02%	288
2019 Q3	$205K	Hold	2,774	–	–	0.02%	295
2019 Q2	$209K	Buy	2,774 +2,701	+3,700%	+$207K	0.02%	288
2019 Q1	$5K	Hold	73	–	–	﹤0.01%	716
2018 Q4	$5K	Sell	73 -100	-58%	-$7.41K	﹤0.01%	716
2018 Q3	$14K	Hold	173	–	–	﹤0.01%	640
2018 Q2	$14K	Hold	173	–	–	﹤0.01%	627
2018 Q1	$13K	Sell	173 -650	-79%	-$51.1K	﹤0.01%	653
2017 Q4	$66K	Hold	823	–	–	0.01%	411
2017 Q3	$62K	Hold	823	–	–	0.01%	411
2017 Q2	$60K	Hold	823	–	–	0.01%	429
2017 Q1	$62K	Hold	823	–	–	0.01%	419
2016 Q4	$59K	Sell	823 -1,400	-63%	-$93.4K	0.01%	418
2016 Q3	$146K	Hold	2,223	–	–	0.02%	314
2016 Q2	$141K	Hold	2,223	–	–	0.02%	320
2016 Q1	$135K	Sell	2,223 -400	-15%	-$21.9K	0.02%	316
2015 Q4	$148K	Sell	2,623 -300	-10%	-$17.3K	0.02%	303
2015 Q3	$159K	Buy	2,923 +23	+0.8%	+$1.26K	0.02%	299
2015 Q2	$172K	Hold	2,900	–	–	0.02%	309
2015 Q1	$174K	Buy	2,900 +500	+21%	+$31K	0.02%	298
2014 Q4	$170K	Buy	2,400 +1,600	+200%	+$115K	0.02%	278
2014 Q3	$59K	Hold	800	–	–	0.01%	390
2014 Q2	$59K	Hold	800	–	–	0.01%	395
2014 Q1	$54K	Sell	800 -37	-4%	-$2.4K	0.01%	360
2013 Q4	$55K	Hold	837	–	–	0.01%	367
2013 Q3	$55K	Buy	837 +37	+5%	+$2.32K	0.01%	354
2013 Q2	$46K	Buy	+800	New	+$48.5K	0.01%	359

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Sandy Spring Bank's BMO Position: Q1 2025 in Review

Sandy Spring Bank held its Bank of Montreal (BMO) position steady in Q1 2025 at 23 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

Sandy Spring Bank first reported a position in BMO in Q2 2013 and has held it in 48 quarters since. The position peaked at $215K in Q4 2019. 557 funds tracked by Wall St. Rank hold BMO as of Q1 2025.

Sandy Spring Bank held 23 shares of Bank of Montreal worth $2.2K as of Q1 2025.
Sandy Spring Bank left its Bank of Montreal share count unchanged in Q1 2025.
Bank of Montreal made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #1037 holding.
Sandy Spring Bank first reported a position in Bank of Montreal in Q2 2013 and has held it in 48 quarters since.
Sandy Spring Bank's Bank of Montreal position peaked at $215K in Q4 2019.
557 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.