Acadian Asset Management’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 | $161M | Sell |
1,195,281
-6,687
| -0.6% | -$929K | 0.23% | 90 |
|
|
2025
Q4 | $156M | Sell |
1,201,968
-1,789,702
| -60% | -$227M | 0.26% | 90 |
|
|
2025
Q3 | $390M | Buy |
2,991,670
+2,622,770
| +711% | +$311M | 0.68% | 36 |
|
|
2025
Q2 | $40.8M | Buy |
368,900
+356,900
| +2,974% | +$36M | 0.08% | 200 |
|
|
2025
Q1 | $1.14M | Buy |
12,000
+4,758
| +66% | +$471K | ﹤0.01% | 901 |
|
|
2024
Q4 | $701K | Buy |
7,242
+1,400
| +24% | +$132K | ﹤0.01% | 995 |
|
|
2024
Q3 | $526K | Sell |
5,842
-11,944
| -67% | -$1.02M | ﹤0.01% | 1077 |
|
|
2024
Q2 | $1.49M | Buy |
17,786
+17,744
| +42,248% | +$1.61M | ﹤0.01% | 866 |
|
|
2024
Q1 | $4K | Sell |
42
-1,300
| -97% | -$123K | ﹤0.01% | 1529 |
|
|
2023
Q4 | $133K | Sell |
1,342
-14,100
| -91% | -$1.18M | ﹤0.01% | 1313 |
|
|
2023
Q3 | $1.31M | Buy |
15,442
+15,400
| +36,667% | +$1.35M | 0.01% | 797 |
|
|
2023
Q2 | $3K | Sell |
42
-4,500
| -99% | -$398K | ﹤0.01% | 1691 |
|
|
2023
Q1 | $403K | Buy |
4,542
+4,500
| +10,714% | +$427K | ﹤0.01% | 1107 |
|
|
2022
Q4 | $3K | Hold |
42
| – | – | ﹤0.01% | 1753 |
|
|
2022
Q3 | $3K | Hold |
42
| – | – | ﹤0.01% | 1647 |
|
|
2022
Q2 | $4K | Hold |
42
| – | – | ﹤0.01% | 1654 |
|
|
2022
Q1 | $4K | Sell |
42
-7,300
| -99% | -$846K | ﹤0.01% | 1610 |
|
|
2021
Q4 | $790K | Buy |
7,342
+2,800
| +62% | +$302K | ﹤0.01% | 889 |
|
|
2021
Q3 | $453K | Sell |
4,542
-38,897
| -90% | -$3.92M | ﹤0.01% | 1077 |
|
|
2021
Q2 | $4.46M | Sell |
43,439
-299,145
| -87% | -$29.5M | 0.02% | 499 |
|
|
2021
Q1 | $30.5M | Buy |
342,584
+79,600
| +30% | +$6.49M | 0.12% | 166 |
|
|
2020
Q4 | $20M | Sell |
262,984
-225,739
| -46% | -$15.5M | 0.08% | 217 |
|
|
2020
Q3 | $28.5M | Sell |
488,723
-758,227
| -61% | -$43.9M | 0.12% | 161 |
|
|
2020
Q2 | $66.2M | Buy |
+1,246,950
| New | +$63.6M | 0.28% | 84 |
|
|
2019
Q4 | – | Sell |
-7,640,462
| Closed | -$563M | – | 1906 |
|
|
2019
Q3 | $563M | Buy |
+7,640,462
| New | +$557M | 2.41% | 2 |
|
|
2019
Q2 | – | Sell |
-7,631,800
| Closed | -$571M | – | 1817 |
|
|
2019
Q1 | $571M | Buy |
7,631,800
+278,905
| +4% | +$20.6M | 2.46% | 2 |
|
|
2018
Q4 | $480M | Buy |
7,352,895
+237,961
| +3% | +$17.6M | 2.38% | 2 |
|
|
2018
Q3 | $586M | Buy |
7,114,934
+586,200
| +9% | +$47.1M | 2.42% | 2 |
|
|
2018
Q2 | $504M | Sell |
6,528,734
-151,200
| -2% | -$11.6M | 2.18% | 4 |
|
|
2018
Q1 | $504M | Sell |
6,679,934
-414,471
| -6% | -$32.6M | 2.18% | 3 |
|
|
2017
Q4 | $570M | Sell |
7,094,405
-363,300
| -5% | -$28.3M | 2.47% | 2 |
|
|
2017
Q3 | $563M | Buy |
7,457,705
+164,900
| +2% | +$12.3M | 2.49% | 2 |
|
|
2017
Q2 | $535M | Buy |
7,292,805
+372,000
| +5% | +$26.3M | 2.42% | 1 |
|
|
2017
Q1 | $515M | Buy |
6,920,805
+783,569
| +13% | +$59.2M | 2.36% | 1 |
|
|
2016
Q4 | $442M | Buy |
6,137,236
+903,268
| +17% | +$60.2M | 2.15% | 1 |
|
|
2016
Q3 | $342M | Sell |
5,233,968
-244,200
| -4% | -$15.9M | 1.69% | 9 |
|
|
2016
Q2 | $346M | Sell |
5,478,168
-720,100
| -12% | -$45.7M | 1.77% | 7 |
|
|
2016
Q1 | $378M | Buy |
6,198,268
+378,910
| +7% | +$20.8M | 1.91% | 4 |
|
|
2015
Q4 | $327M | Buy |
5,819,358
+941,300
| +19% | +$54.1M | 1.71% | 4 |
|
|
2015
Q3 | $265M | Buy |
4,878,058
+271,100
| +6% | +$14.9M | 1.44% | 8 |
|
|
2015
Q2 | $273M | Sell |
4,606,958
-176,200
| -4% | -$11.1M | 1.33% | 11 |
|
|
2015
Q1 | $287M | Sell |
4,783,158
-1,433,900
| -23% | -$88.9M | 1.32% | 7 |
|
|
2014
Q4 | $441M | Buy |
6,217,058
+200,865
| +3% | +$14.4M | 1.97% | 4 |
|
|
2014
Q3 | $444M | Buy |
6,016,193
+100,172
| +2% | +$7.53M | 2.14% | 4 |
|
|
2014
Q2 | $436M | Sell |
5,916,021
-139,219
| -2% | -$9.71M | 2.12% | 5 |
|
|
2014
Q1 | $406M | Buy |
6,055,240
+2,170,200
| +56% | +$141M | 2.13% | 5 |
|
|
2013
Q4 | $259M | Buy |
3,885,040
+1,965,340
| +102% | +$134M | 1.44% | 13 |
|
|
2013
Q3 | $128M | Buy |
1,919,700
+825,300
| +75% | +$51.8M | 0.83% | 31 |
|
|
2013
Q2 | $63.3M | Buy |
+1,094,400
| New | +$66.3M | 0.44% | 62 |
|
Other funds holding BMO
VCM
Acadian Asset Management's BMO Position: Q1 2026 in Review
Acadian Asset Management reduced its Bank of Montreal (BMO) stake by 0.56% in Q1 2026, selling an estimated $929K and leaving 1,195,281 shares worth $161M. The position accounts for 0.23% of the portfolio, ranked #90.
Acadian Asset Management first reported a position in BMO in Q2 2013 and has held it in 49 quarters since. The position peaked at $586M in Q3 2018. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.
- Acadian Asset Management held 1,195,281 shares of Bank of Montreal worth $161M as of Q1 2026.
- Acadian Asset Management sold 6,687 Bank of Montreal shares in Q1 2026, an estimated $929K.
- Bank of Montreal made up 0.23% of Acadian Asset Management's portfolio in Q1 2026, its #90 holding.
- Acadian Asset Management first reported a position in Bank of Montreal in Q2 2013 and has held it in 49 quarters since.
- Acadian Asset Management's Bank of Montreal position peaked at $586M in Q3 2018.
- 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.
Based on Acadian Asset Management's 13F filing for Q1 2026, filed 13 May 2026.