Bank of Montreal’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $51.5M | Sell |
591,581
-14,376
| -2% | -$1.2M | 0.02% | 600 |
|
|
2026
Q1 | $40.6M | Sell |
605,957
-37,553
| -6% | -$2.68M | 0.02% | 608 |
|
|
2025
Q4 | $41.4M | Buy |
643,510
+47,842
| +8% | +$3.2M | 0.01% | 617 |
|
|
2025
Q3 | $41M | Buy |
595,668
+495,421
| +494% | +$31.2M | 0.02% | 561 |
|
|
2025
Q2 | $5.55M | Sell |
100,247
-4,113
| -4% | -$195K | ﹤0.01% | 1202 |
|
|
2025
Q1 | $4.32M | Sell |
104,360
-5,856
| -5% | -$290K | ﹤0.01% | 1220 |
|
|
2024
Q4 | $4.87M | Sell |
110,216
-9,940
| -8% | -$418K | ﹤0.01% | 1225 |
|
|
2024
Q3 | $4.13M | Sell |
120,156
-20,268
| -14% | -$628K | ﹤0.01% | 1408 |
|
|
2024
Q2 | $4.31M | Sell |
140,424
-54,016
| -28% | -$1.61M | ﹤0.01% | 1329 |
|
|
2024
Q1 | $5.44M | Buy |
194,440
+33,084
| +21% | +$824K | ﹤0.01% | 1182 |
|
|
2023
Q4 | $3.37M | Sell |
161,356
-20,796
| -11% | -$426K | ﹤0.01% | 1445 |
|
|
2023
Q3 | $4.18M | Sell |
182,152
-18,580
| -9% | -$413K | ﹤0.01% | 1352 |
|
|
2023
Q2 | $4.2M | Sell |
200,732
-55,928
| -22% | -$1.1M | ﹤0.01% | 1422 |
|
|
2023
Q1 | $5.57M | Buy |
256,660
+35,184
| +16% | +$716K | ﹤0.01% | 1191 |
|
|
2022
Q4 | $4.04M | Sell |
221,476
-33,740
| -13% | -$630K | ﹤0.01% | 1408 |
|
|
2022
Q3 | $4.14K | Buy |
255,216
+768
| +0.3% | +$11.8K | ﹤0.01% | 1440 |
|
|
2022
Q2 | $3.68K | Buy |
254,448
+31,276
| +14% | +$464K | ﹤0.01% | 1586 |
|
|
2022
Q1 | $3.76M | Sell |
223,172
-1,729,728
| -89% | -$29.8M | ﹤0.01% | 1607 |
|
|
2021
Q4 | $39.5M | Buy |
1,952,900
+865,160
| +80% | +$16.1M | 0.02% | 511 |
|
|
2021
Q3 | $17.7M | Sell |
1,087,740
-1,094,132
| -50% | -$17.2M | 0.01% | 1002 |
|
|
2021
Q2 | $36.2M | Buy |
2,181,872
+2,158,024
| +9,049% | +$37.3M | 0.02% | 630 |
|
|
2021
Q1 | $439K | Buy |
23,848
+3,172
| +15% | +$57.2K | ﹤0.01% | 2719 |
|
|
2020
Q4 | $356K | Buy |
20,676
+584
| +3% | +$7.74K | ﹤0.01% | 2892 |
|
|
2020
Q3 | $252K | Buy |
20,092
+8
| +0% | +$100 | ﹤0.01% | 2633 |
|
|
2020
Q2 | $244K | Buy |
20,084
+14,972
| +293% | +$156K | ﹤0.01% | 2627 |
|
|
2020
Q1 | $58K | Sell |
5,112
-26,456
| -84% | -$320K | ﹤0.01% | 2829 |
|
|
2019
Q4 | $368K | Buy |
31,568
+22,980
| +268% | +$270K | ﹤0.01% | 2827 |
|
|
2019
Q3 | $115K | Buy |
8,588
+2,520
| +42% | +$31.3K | ﹤0.01% | 3227 |
|
|
2019
Q2 | $82K | Sell |
6,068
-20,964
| -78% | -$284K | ﹤0.01% | 3465 |
|
|
2019
Q1 | $351K | Sell |
27,032
-8,440
| -24% | -$111K | ﹤0.01% | 2452 |
|
|
2018
Q4 | $485K | Sell |
35,472
-2,900
| -8% | -$38.7K | ﹤0.01% | 2185 |
|
|
2018
Q3 | $531K | Sell |
38,372
-240
| -0.6% | -$3.64K | ﹤0.01% | 2303 |
|
|
2018
Q2 | $621K | Buy |
38,612
+26,708
| +224% | +$483K | ﹤0.01% | 2228 |
|
|
2018
Q1 | $200K | Buy |
11,904
+292
| +3% | +$4.83K | ﹤0.01% | 2632 |
|
|
2017
Q4 | $171K | Hold |
11,612
| – | – | ﹤0.01% | 2746 |
|
|
2017
Q3 | $131K | Buy |
11,612
+168
| +1% | +$1.71K | ﹤0.01% | 2864 |
|
|
2017
Q2 | $107K | Sell |
11,444
-204
| -2% | -$1.81K | ﹤0.01% | 2964 |
|
|
2017
Q1 | $101K | Sell |
11,648
-2,160
| -16% | -$20.1K | ﹤0.01% | 2814 |
|
|
2016
Q4 | $127K | Hold |
13,808
| – | – | ﹤0.01% | 2721 |
|
|
2016
Q3 | $121K | Buy |
13,808
+3,320
| +32% | +$29.4K | ﹤0.01% | 2678 |
|
|
2016
Q2 | $93K | Sell |
10,488
-2,416
| -19% | -$23K | ﹤0.01% | 2834 |
|
|
2016
Q1 | $127K | Buy |
12,904
+6,436
| +100% | +$56.8K | ﹤0.01% | 2695 |
|
|
2015
Q4 | $71K | Sell |
6,468
-51,572
| -89% | -$538K | ﹤0.01% | 2903 |
|
|
2015
Q3 | $572K | Sell |
58,040
-235,264
| -80% | -$2.42M | ﹤0.01% | 1798 |
|
|
2015
Q2 | $3.05M | Buy |
293,304
+292,568
| +39,751% | +$2.66M | ﹤0.01% | 1226 |
|
|
2015
Q1 | $6K | Buy |
+736
| New | +$5.85K | ﹤0.01% | 3591 |
|
|
2013
Q3 | – | Sell |
-364
| Closed | -$1K | – | 3849 |
|
|
2013
Q2 | $1K | Buy |
+364
| New | +$1.41K | ﹤0.01% | 3593 |
|
Other funds holding IBKR
VCM
GWM
VPM
LCAM
Bank of Montreal's IBKR Position: Q2 2026 in Review
Bank of Montreal reduced its Interactive Brokers (IBKR) stake by 2.4% in Q2 2026, selling an estimated $1.2M and leaving 591,581 shares worth $51.5M. The position accounts for 0.02% of the portfolio, ranked #600.
Bank of Montreal first reported a position in IBKR in Q2 2013 and has held it in 47 quarters since. 876 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.
- Bank of Montreal held 591,581 shares of Interactive Brokers worth $51.5M as of Q2 2026.
- Bank of Montreal sold 14,376 Interactive Brokers shares in Q2 2026, an estimated $1.2M.
- Interactive Brokers made up 0.02% of Bank of Montreal's portfolio in Q2 2026, its #600 holding.
- Bank of Montreal first reported a position in Interactive Brokers in Q2 2013 and has held it in 47 quarters since.
- 876 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.