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Livermore
Livermore
ZHEN

Crescent Grove Advisors, LLC

SEC CIK
0001713520
Latest filing
Aug 10, 2026

BMO holding history

Bank of Montreal in every 13F filed by Crescent Grove Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BMO overviewAll 13F holders of BMOFull Q2 2026 holdings

Shares (Q2 2026)
3,839
Value
$678.4K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of BMO by Crescent Grove Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,839$678.4K0.1%00.0%UnchangedHolders
Q1 20263,839$519.6K0.1%00.0%UnchangedHolders
Q4 20253,839$498.3K<0.1%00.0%UnchangedHolders
Q3 20253,839$500.0K<0.1%00.0%UnchangedHolders
Q2 20253,839$424.7K<0.1%−990−20.5%ReducedHolders
Q1 20254,829$461.2K<0.1%−120−2.4%ReducedHolders
Q4 20244,949$480.3K<0.1%−1,506−23.3%ReducedHolders
Q3 20246,455$582.2K0.1%−990−13.3%ReducedHolders
Q2 20247,445$624.3K0.1%00.0%UnchangedHolders
Q1 20247,445$727.2K0.1%−404−5.1%ReducedHolders
Q4 20237,849$776.6K0.1%−805−9.3%ReducedHolders
Q3 20238,654$730.1K0.1%+52+0.6%AddedHolders
Q2 20238,602$776.8K0.1%−267−3.0%ReducedHolders
Q1 20238,869$790.3K0.1%−94−1.0%ReducedHolders
Q4 20228,963$812.0K0.1%−48−0.5%ReducedHolders
Q3 20229,011$790.0K0.1%−842−8.5%ReducedHolders
Q2 20229,853$948.0K0.1%−2,751−21.8%ReducedHolders
Q1 202212,604$1.49M0.1%+1,653+15.1%AddedHolders
Q4 202110,951$1.18M0.1%+1,787+19.5%AddedHolders
Q3 20219,164$914.0K0.1%−146−1.6%ReducedHolders
Q2 20219,310$955.0K0.1%−1,173−11.2%ReducedHolders
Q1 202110,483$934.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.