Bank of Montreal’s Robinhood HOOD Stock Holding History

Bank of Montreal’s Portfolio HOOD Stock Details HOOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.1M	Sell	88,000 -46,000	-34%	-$4.04M	﹤0.01%	1254
2025 Q4	$15.2M	Buy	134,000 +10,300	+8%	+$1.34M	0.01%	956
2025 Q3	$17.7M	Buy	123,700 +8,900	+8%	+$971K	0.01%	826
2025 Q2	$10.7M	Buy	114,800 +99,200	+636%	+$5.87M	0.01%	954
2025 Q1	$649K	Buy	+15,600	New	+$742K	﹤0.01%	2027
2024 Q1	–	Sell	-5,900	Closed	-$78.1K	–	4076
2023 Q4	$78.1K	Hold	5,900	–	–	﹤0.01%	3442
2023 Q3	$63K	Hold	5,900	–	–	﹤0.01%	3379
2023 Q2	$59.4K	Sell	5,900 -300,000	-98%	-$2.8M	﹤0.01%	3567
2023 Q1	$2.97M	Buy	305,900 +36,700	+14%	+$350K	﹤0.01%	1484
2022 Q4	$2.2M	Sell	269,200 -1,137,000	-81%	-$11.1M	﹤0.01%	1747
2022 Q3	$14.4K	Sell	1,406,200 -291,500	-17%	-$2.8M	0.01%	828
2022 Q2	$15.3K	Sell	1,697,700 -115,100	-6%	-$1.12M	0.01%	867
2022 Q1	$26.4M	Buy	1,812,800 +1,343,500	+286%	+$18M	0.01%	691
2021 Q4	$8.55M	Buy	+469,300	New	+$14.4M	﹤0.01%	1016

Other funds holding HOOD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IVAV

Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.11B AUM 13.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal's HOOD Position: Q1 2026 in Review

Bank of Montreal reduced its Robinhood (HOOD) stake by 1.3% in Q1 2026, selling an estimated $1.44M and leaving 1,204,664 shares worth $83.5M. The position accounts for 0.03% of the portfolio, ranked #396.

Bank of Montreal first reported a position in HOOD in Q4 2021 and has held it in 18 quarters since. The position peaked at $169M in Q3 2025. 1,266 funds tracked by Wall St. Rank hold HOOD as of Q1 2026.

Bank of Montreal held 1,204,664 shares of Robinhood worth $83.5M as of Q1 2026.
Bank of Montreal sold 16,355 Robinhood shares in Q1 2026, an estimated $1.44M.
Robinhood made up 0.03% of Bank of Montreal's portfolio in Q1 2026, its #396 holding.
Bank of Montreal first reported a position in Robinhood in Q4 2021 and has held it in 18 quarters since.
Bank of Montreal's Robinhood position peaked at $169M in Q3 2025.
1,266 funds tracked by Wall St. Rank held Robinhood as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.