Position in BN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,758,226
+$182,500 QoQ
Shares Held
88,242
-0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#304
of 931 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MONTRUSCO BOLTON INVESTMENTS INC. holds $63,116,120 across 3 Asset Management names. BN ranks #3 (6.0% of the industry book) .
All Filings in BN
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,758,226 | 88,242 | Shares | Sole | 2026-07-21 | |
| 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 | $3,775,740 | 55,056 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,481,842 | 56,295 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,784,997 | 72,219 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,802,941 | 118,415 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $6,401,486 | 120,442 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,057,779 | 121,757 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $4,363,225 | 104,209 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,263,517 | 106,269 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,833,989 | 122,609 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $35,405,703 | 1,052,177 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $54,491,247 | 1,672,021 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $39,741,498 | 1,263,241 | Shares | Sole | 2023-01-27 | |
| No filing history on record for this holder in this stock. | ||||||