Trust Company of Vermont’s Bank of Montreal BMO Stock Holding History

Trust Company of Vermont’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	$84.5K	Sell	651 -250	-28%	-$31.7K	﹤0.01%	476
2025 Q3	$117K	Hold	901	–	–	0.01%	422
2025 Q2	$99.7K	Hold	901	–	–	﹤0.01%	439
2025 Q1	$86.1K	Hold	901	–	–	﹤0.01%	437
2024 Q4	$87.4K	Sell	901 -2,717	-75%	-$257K	﹤0.01%	442
2024 Q3	$326K	Hold	3,618	–	–	0.02%	282
2024 Q2	$303K	Hold	3,618	–	–	0.02%	271
2024 Q1	$353K	Buy	3,618 +20	+0.6%	+$1.89K	0.02%	261
2023 Q4	$356K	Sell	3,598 -520	-13%	-$43.4K	0.02%	237
2023 Q3	$347K	Hold	4,118	–	–	0.02%	242
2023 Q2	$372K	Sell	4,118 -159	-4%	-$14.1K	0.02%	245
2023 Q1	$381K	Buy	4,277 +3,057	+251%	+$290K	0.03%	250
2022 Q4	$111K	Sell	1,220 -35	-3%	-$3.24K	0.01%	370
2022 Q3	$110K	Hold	1,255	–	–	0.01%	370
2022 Q2	$121K	Buy	+1,255	New	+$133K	0.01%	363
2022 Q1	–	Sell	-1,255	Closed	-$135K	–	364
2021 Q4	$135K	Buy	+1,255	New	+$135K	0.01%	362
2021 Q3	–	Sell	-1,280	Closed	-$131K	–	354
2021 Q2	$131K	Hold	1,280	–	–	0.01%	358
2021 Q1	$114K	Hold	1,280	–	–	0.01%	365
2020 Q4	$98K	Hold	1,280	–	–	0.01%	376
2020 Q3	$75K	Hold	1,280	–	–	0.01%	393
2020 Q2	$68K	Hold	1,280	–	–	0.01%	403
2020 Q1	$64K	Hold	1,280	–	–	0.01%	406
2019 Q4	$99K	Sell	1,280 -170	-12%	-$12.8K	0.01%	387
2019 Q3	$107K	Sell	1,450 -50	-3%	-$3.64K	0.01%	390
2019 Q2	$113K	Hold	1,500	–	–	0.01%	382
2019 Q1	$112K	Sell	1,500 -101	-6%	-$7.47K	0.01%	384
2018 Q4	$105K	Sell	1,601 -275	-15%	-$20.4K	0.01%	378
2018 Q3	$155K	Sell	1,876 -1,907	-50%	-$153K	0.01%	357
2018 Q2	$292K	Sell	3,783 -853	-18%	-$65.7K	0.03%	276
2018 Q1	$350K	Sell	4,636 -210	-4%	-$16.5K	0.03%	246
2017 Q4	$388K	Sell	4,846 -100	-2%	-$7.8K	0.04%	241
2017 Q3	$374K	Hold	4,946	–	–	0.04%	240
2017 Q2	$363K	Sell	4,946 -25	-0.5%	-$1.77K	0.04%	247
2017 Q1	$371K	Sell	4,971 -580	-10%	-$43.8K	0.04%	240
2016 Q4	$399K	Sell	5,551 -105	-2%	-$7K	0.05%	229
2016 Q3	$371K	Buy	5,656 +210	+4%	+$13.6K	0.05%	204
2016 Q2	$346K	Buy	5,446 +814	+18%	+$51.6K	0.05%	206
2016 Q1	$281K	Sell	4,632 -1,170	-20%	-$64.1K	0.04%	215
2015 Q4	$328K	Sell	5,802 -163	-3%	-$9.38K	0.05%	208
2015 Q3	$325K	Sell	5,965 -840	-12%	-$46.1K	0.05%	201
2015 Q2	$403K	Sell	6,805 -521	-7%	-$32.7K	0.06%	189
2015 Q1	$440K	Sell	7,326 -25	-0.3%	-$1.55K	0.06%	183
2014 Q4	$520K	Sell	7,351 -57	-0.8%	-$4.08K	0.08%	173
2014 Q3	$546K	Sell	7,408 -107	-1%	-$8.05K	0.08%	167
2014 Q2	$553K	Buy	7,515 +160	+2%	+$11.2K	0.09%	166
2014 Q1	$493K	Sell	7,355 -40	-0.5%	-$2.6K	0.08%	173
2013 Q4	$493K	Sell	7,395 -95	-1%	-$6.46K	0.08%	168
2013 Q3	$501K	Buy	7,490 +60	+0.8%	+$3.76K	0.09%	161
2013 Q2	$431K	Buy	+7,430	New	+$450K	0.08%	159

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 $115B AUM 41.58% 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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Trust Company of Vermont's BMO Position: Q4 2025 in Review

Trust Company of Vermont reduced its Bank of Montreal (BMO) stake by 28% in Q4 2025, selling an estimated $31.7K and leaving 651 shares worth $84.5K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Trust Company of Vermont first reported a position in BMO in Q2 2013 and has held it in 49 quarters since. The position peaked at $553K in Q2 2014. 616 funds tracked by Wall St. Rank hold BMO as of Q4 2025.

Trust Company of Vermont held 651 shares of Bank of Montreal worth $84.5K as of Q4 2025.
Trust Company of Vermont sold 250 Bank of Montreal shares in Q4 2025, an estimated $31.7K.
Bank of Montreal made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #476 holding.
Trust Company of Vermont first reported a position in Bank of Montreal in Q2 2013 and has held it in 49 quarters since.
Trust Company of Vermont's Bank of Montreal position peaked at $553K in Q2 2014.
616 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.