AQR Capital Management
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AQR Capital Management’s Bank of Montreal BMO Stock Holding History

AQR Capital Management’s Portfolio BMO Stock Details BMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$58.3M Buy
434,208
+158,220
+57% +$22M 0.03% 680
2025
Q4 		$35.8M Buy
275,988
+230,020
+500% +$29.1M 0.02% 762
2025
Q3 		$5.99M Buy
45,968
+28,408
+162% +$3.36M ﹤0.01% 1356
2025
Q2 		$1.94M Buy
17,560
+11,818
+206% +$1.19M ﹤0.01% 1791
2025
Q1 		$548K Buy
5,742
+2,673
+87% +$264K ﹤0.01% 2380
2024
Q4 		$298K Buy
+3,069
New +$290K ﹤0.01% 2493
2019
Q2 		– Sell
-625,325
Closed -$46.8M – 2074
2019
Q1 		$46.8M Sell
625,325
-7,871
-1% -$582K 0.05% 417
2018
Q4 		$41.3M Buy
633,196
+183,948
+41% +$13.6M 0.05% 388
2018
Q3 		$36.9M Buy
449,248
+6,089
+1% +$490K 0.04% 459
2018
Q2 		$34.2M Sell
443,159
-80,663
-15% -$6.21M 0.03% 482
2018
Q1 		$39.5M Sell
523,822
-476,041
-48% -$37.4M 0.04% 432
2017
Q4 		$80.3M Sell
999,863
-494,361
-33% -$38.5M 0.08% 280
2017
Q3 		$113M Sell
1,494,224
-582,441
-28% -$43.4M 0.13% 198
2017
Q2 		$152M Sell
2,076,665
-301,462
-13% -$21.3M 0.2% 126
2017
Q1 		$177M Buy
2,378,127
+15,051
+0.6% +$1.14M 0.24% 115
2016
Q4 		$170M Buy
2,363,076
+478,567
+25% +$31.9M 0.23% 106
2016
Q3 		$123M Buy
1,884,509
+507,000
+37% +$32.9M 0.19% 136
2016
Q2 		$86.9M Buy
1,377,509
+95,593
+7% +$6.06M 0.15% 190
2016
Q1 		$78.2M Buy
1,281,916
+177,183
+16% +$9.71M 0.14% 207
2015
Q4 		$62.1M Sell
1,104,733
-222,497
-17% -$12.8M 0.11% 256
2015
Q3 		$72M Sell
1,327,230
-21,190
-2% -$1.16M 0.14% 197
2015
Q2 		$79.9M Sell
1,348,420
-10,954
-0.8% -$688K 0.16% 181
2015
Q1 		$81.5M Buy
1,359,374
+79,879
+6% +$4.95M 0.19% 152
2014
Q4 		$90.8M Buy
1,279,495
+1,269,095
+12,203% +$90.8M 0.19% 157
2014
Q3 		$766K Buy
+10,400
New +$782K ﹤0.01% 1747
2014
Q2 		– Sell
-12,300
Closed -$824K – 2520
2014
Q1 		$824K Sell
12,300
-26,600
-68% -$1.73M ﹤0.01% 1779
2013
Q4 		$2.59M Buy
+38,900
New +$2.65M 0.01% 1199
2013
Q3 		– Sell
-38,500
Closed -$2.23M – 2478
2013
Q2 		$2.23M Buy
+38,500
New +$2.33M 0.01% 1215

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management's BMO Position: Q1 2026 in Review

AQR Capital Management increased its Bank of Montreal (BMO) stake by 57% in Q1 2026, buying an estimated $22M and bringing the position to 434,208 shares worth $58.3M. The position accounts for 0.03% of the portfolio, ranked #680.

AQR Capital Management first reported a position in BMO in Q2 2013 and has held it in 28 quarters since. The position peaked at $177M in Q1 2017. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • AQR Capital Management held 434,208 shares of Bank of Montreal worth $58.3M as of Q1 2026.
  • AQR Capital Management bought 158,220 Bank of Montreal shares in Q1 2026, an estimated $22M.
  • Bank of Montreal made up 0.03% of AQR Capital Management's portfolio in Q1 2026, its #680 holding.
  • AQR Capital Management first reported a position in Bank of Montreal in Q2 2013 and has held it in 28 quarters since.
  • AQR Capital Management's Bank of Montreal position peaked at $177M in Q1 2017.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on AQR Capital Management's 13F filing for Q1 2026, filed 15 May 2026.