Balyasny Asset Management’s Bank of Montreal BMO Stock Holding History

Balyasny Asset 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
2025 Q4	–	Sell	-18,445	Closed	-$2.4M	–	3102
2025 Q3	$2.4M	Buy	18,445 +16,345	+778%	+$1.94M	﹤0.01%	1721
2025 Q2	$233K	Buy	+2,100	New	+$212K	﹤0.01%	2556
2024 Q4	–	Sell	-11,130	Closed	-$1M	–	2752
2024 Q3	$1M	Buy	11,130 +1,253	+13%	+$107K	﹤0.01%	1966
2024 Q2	$828K	Buy	+9,877	New	+$897K	﹤0.01%	1861
2023 Q3	–	Sell	-113,064	Closed	-$10.2M	–	2270
2023 Q2	$10.2M	Buy	113,064 +77,040	+214%	+$6.81M	0.02%	766
2023 Q1	$3.21M	Sell	36,024 -192,508	-84%	-$18.3M	0.01%	1250
2022 Q4	$20.7M	Buy	228,532 +225,824	+8,339%	+$20.9M	0.06%	478
2022 Q3	$237K	Sell	2,708 -28,253	-91%	-$2.73M	﹤0.01%	2267
2022 Q2	$2.98M	Sell	30,961 -72,960	-70%	-$7.75M	0.01%	1186
2022 Q1	$15.1M	Buy	+103,921	New	+$12M	0.05%	534
2021 Q2	–	Sell	-27,252	Closed	-$2.43M	–	1974
2021 Q1	$2.43M	Sell	27,252 -312	-1%	-$25.4K	0.01%	966
2020 Q4	$2.1M	Sell	27,564 -16,276	-37%	-$1.11M	0.01%	862
2020 Q3	$2.56M	Buy	43,840 +19,754	+82%	+$1.14M	0.02%	778
2020 Q2	$1.28M	Sell	24,086 -41,631	-63%	-$2.12M	0.01%	788
2020 Q1	$3.31M	Sell	65,717 -76,661	-54%	-$5.2M	0.04%	502
2019 Q4	$11M	Buy	142,378 +95,093	+201%	+$7.16M	0.07%	398
2019 Q3	$3.48M	Sell	47,285 -6,033	-11%	-$440K	0.02%	616
2019 Q2	$4.02M	Buy	+53,318	New	+$4.08M	0.03%	671
2018 Q3	–	Sell	-7,990	Closed	-$617K	–	1679
2018 Q2	$617K	Sell	7,990 -39,424	-83%	-$3.04M	﹤0.01%	1278
2018 Q1	$3.58M	Sell	47,414 -822	-2%	-$64.7K	0.02%	808
2017 Q4	$3.86M	Buy	+48,236	New	+$3.76M	0.01%	943
2016 Q4	–	Sell	-28,512	Closed	-$1.87M	–	1346
2016 Q3	$1.87M	Buy	28,512 +11,052	+63%	+$718K	0.01%	618
2016 Q2	$1.11M	Buy	+17,460	New	+$1.11M	0.01%	731

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Balyasny Asset Management's BMO Position: Q4 2025 in Review

Balyasny Asset Management sold out of Bank of Montreal (BMO) in Q4 2025, closing a stake of 18,445 shares — an estimated $2.4M sold.

Balyasny Asset Management first reported a position in BMO in Q2 2016 and held it in 23 quarters. The position peaked at $20.7M in Q4 2022. 615 funds tracked by Wall St. Rank hold BMO as of Q4 2025.

Balyasny Asset Management reported no remaining Bank of Montreal position as of Q4 2025 after selling out during the quarter.
Balyasny Asset Management sold 18,445 Bank of Montreal shares in Q4 2025, an estimated $2.4M.
Balyasny Asset Management first reported a position in Bank of Montreal in Q2 2016 and held it in 23 quarters.
Balyasny Asset Management's Bank of Montreal position peaked at $20.7M in Q4 2022.
615 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2025.

Based on Balyasny Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.