Position in BN
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$3,575,726
-$478,701 QoQ
Shares Held
88,355
+0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MONTRUSCO BOLTON INVESTMENTS INC. holds $56,370,166 across 3 Asset Management names. BN ranks #3 (6.3% of the industry book) .
All Filings in BN
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,575,726 | 88,355 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,054,427 | 88,351 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,517,160 | 55,056 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,321,228 | 56,295 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,523,331 | 72,219 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,535,294 | 118,415 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $4,267,657 | 120,442 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,371,853 | 121,757 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,908,817 | 104,209 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,842,345 | 106,269 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,555,993 | 122,609 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $23,603,802 | 1,052,177 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $36,327,498 | 1,672,021 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $26,494,332 | 1,263,241 | Shares | Sole | 2023-01-27 | |
| No filing history on record for this holder in this stock. | ||||||