Bank of Montreal
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Bank of Montreal’s Interactive Brokers IBKR Stock Holding History

Bank of Montreal’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-111,600
Closed -$6.18M – 3667
2025
Q2 		$6.18M Buy
+111,600
New +$5.29M ﹤0.01% 1164
2015
Q4 		– Sell
-120,000
Closed -$1.18M – 4311
2015
Q3 		$1.18M Buy
+120,000
New +$1.24M ﹤0.01% 1505

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LCAM
London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

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. 812 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.
  • 812 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.