BMO β€” BANK MONTREAL QUE COM

Ownership history in First Bank & Trust  Β·  6 quarters on record

AI Ownership Summary

First Bank & Trust reported BANK MONTREAL QUE COM (BMO) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.38% in 2026 Q1. The latest visible filing shows BMO at 0.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First Bank & Trust's position in BANK MONTREAL QUE COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BMO was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How First Bank & Trust held BMO β€” position size vs. price
% of Fund (quarterly)    BMO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 17,295 +160 +0.9% 0.38% $2.3M 2026-04-10 $144.31
2025 Q4 ADDED 17,135 +299 +1.8% 0.36% $2.2M 2026-01-12 $133.93
2025 Q3 ADDED 16,836 +630 +3.9% 0.37% $2.2M 2025-10-10 $125.66
2025 Q2 ADDED 16,206 +992 +6.5% 0.32% $1.8M 2025-07-09 $111.85
2025 Q1 ADDED 15,214 +3,616 +31.2% 0.28% $1.5M 2025-04-28 $93.74
2024 Q4 INITIATED 11,598 β€” β€” 0.22% $1.1M 2025-02-03 $95.36

FAQ About First Bank & Trust and BMO

These are the practical questions this page is built to answer before you even open the full history table.

How long has First Bank & Trust reported owning BMO?

First Bank & Trust reported BMO across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BMO position in First Bank & Trust's portfolio?

The largest reported portfolio weight for BMO was 0.38% in 2026 Q1.

What is the latest reported BMO position on this page?

The most recent filing on this page is 2026 Q1, when First Bank & Trust reported 17,295 shares, equal to 0.38% of portfolio, with an estimated market value of $2.3M.

What does the chart on this BMO ownership page compare?

The chart compares First Bank & Trust's quarterly BMO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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