WoodTrust Financial’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 | $296K | Hold |
2,189
| – | – | 0.04% | 144 |
|
|
2025
Q4 | $284K | Sell |
2,189
-600
| -22% | -$76K | 0.03% | 156 |
|
|
2025
Q3 | $363K | Sell |
2,789
-1,871
| -40% | -$222K | 0.04% | 136 |
|
|
2025
Q2 | $827K | Buy |
4,660
+1,672
| +56% | +$169K | 0.11% | 91 |
|
|
2025
Q1 | $285K | Hold |
2,988
| – | – | 0.04% | 141 |
|
|
2024
Q4 | $290K | Buy |
2,988
+274
| +10% | +$25.9K | 0.04% | 146 |
|
|
2024
Q3 | $245K | Sell |
2,714
-24,999
| -90% | -$2.13M | 0.03% | 167 |
|
|
2024
Q2 | $2.32M | Hold |
27,713
| – | – | 0.36% | 51 |
|
|
2024
Q1 | $2.71K | Buy |
27,713
+568
| +2% | +$53.6K | 0.43% | 44 |
|
|
2023
Q4 | $2.69M | Hold |
27,145
| – | – | 0.46% | 40 |
|
|
2023
Q3 | $2.29M | Sell |
27,145
-1,010
| -4% | -$88.8K | 0.44% | 43 |
|
|
2023
Q2 | $2.54M | Buy |
28,155
+1,010
| +4% | +$89.3K | 0.47% | 41 |
|
|
2023
Q1 | $2.42M | Hold |
27,145
| – | – | 0.47% | 42 |
|
|
2022
Q4 | $2.46M | Buy |
27,145
+142
| +0.5% | +$13.1K | 0.51% | 42 |
|
|
2022
Q3 | $2.37M | Hold |
27,003
| – | – | 0.53% | 44 |
|
|
2022
Q2 | $2.6M | Hold |
27,003
| – | – | 0.58% | 40 |
|
|
2022
Q1 | $3.19M | Hold |
27,003
| – | – | 0.65% | 42 |
|
|
2021
Q4 | $2.91M | Buy |
27,003
+1,124
| +4% | +$121K | 0.6% | 42 |
|
|
2021
Q3 | $2.58M | Hold |
25,879
| – | – | 0.61% | 44 |
|
|
2021
Q2 | $2.65M | Sell |
25,879
-150
| -0.6% | -$14.8K | 0.7% | 42 |
|
|
2021
Q1 | $2.32M | Buy |
26,029
+667
| +3% | +$54.4K | 0.68% | 41 |
|
|
2020
Q4 | $1.93M | Hold |
25,362
| – | – | 0.6% | 40 |
|
|
2020
Q3 | $1.48M | Hold |
25,362
| – | – | 0.54% | 41 |
|
|
2020
Q2 | $1.34M | Buy |
25,362
+141
| +0.6% | +$7.19K | 0.54% | 41 |
|
|
2020
Q1 | $1.27M | Sell |
25,221
-52
| -0.2% | -$3.52K | 0.6% | 41 |
|
|
2019
Q4 | $1.96M | Hold |
25,273
| – | – | 0.77% | 41 |
|
|
2019
Q3 | $1.86M | Hold |
25,273
| – | – | 0.8% | 40 |
|
|
2019
Q2 | $1.91M | Hold |
25,273
| – | – | 0.86% | 37 |
|
|
2019
Q1 | $1.89M | Hold |
25,273
| – | – | 0.9% | 39 |
|
|
2018
Q4 | $1.65M | Sell |
25,273
-2,317
| -8% | -$172K | 0.93% | 37 |
|
|
2018
Q3 | $2.28M | Hold |
27,590
| – | – | 1.1% | 35 |
|
|
2018
Q2 | $2.13M | Hold |
27,590
| – | – | 1.12% | 35 |
|
|
2018
Q1 | $2.08M | Sell |
27,590
-129
| -0.5% | -$10.1K | 1.12% | 37 |
|
|
2017
Q4 | $2.22M | Buy |
+27,719
| New | +$2.16M | 1.18% | 37 |
|
Other funds holding BMO
VCM
WoodTrust Financial's BMO Position: Q1 2026 in Review
WoodTrust Financial held its Bank of Montreal (BMO) position steady in Q1 2026 at 2,189 shares worth $296K. The position accounts for 0.04% of the portfolio, ranked #144.
WoodTrust Financial first reported a position in BMO in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.19M in Q1 2022. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.
- WoodTrust Financial held 2,189 shares of Bank of Montreal worth $296K as of Q1 2026.
- WoodTrust Financial left its Bank of Montreal share count unchanged in Q1 2026.
- Bank of Montreal made up 0.04% of WoodTrust Financial's portfolio in Q1 2026, its #144 holding.
- WoodTrust Financial first reported a position in Bank of Montreal in Q4 2017 and has held it in 34 quarters since.
- WoodTrust Financial's Bank of Montreal position peaked at $3.19M in Q1 2022.
- 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.
Based on WoodTrust Financial's 13F filing for Q1 2026, filed 6 May 2026.