Bank of Montreal
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Bank of Montreal’s United States Oil Fund USO Stock Holding History

Bank of Montreal’s Portfolio USO Stock Details USO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-81,000
Closed -$5.8M – 4352
2023
Q4 		$5.8M Buy
81,000
+80,900
+80,900% +$5.87M ﹤0.01% 1221
2023
Q3 		$8.13K Buy
+100
New +$7.37K ﹤0.01% 3643
2023
Q1 		– Sell
-740,900
Closed -$52M – 4203
2022
Q4 		$52M Buy
+740,900
New +$51.8M 0.02% 376
2021
Q1 		– Sell
-285,000
Closed -$10M – 5362
2020
Q4 		$10M Buy
+285,000
New +$8.45M 0.01% 1013
2019
Q4 		– Sell
-62,500
Closed -$5.67M – 5018
2019
Q3 		$5.67M Buy
+62,500
New +$5.87M ﹤0.01% 1142
2019
Q2 		– Sell
-12,500
Closed -$1.25M – 5075
2019
Q1 		$1.25M Buy
+12,500
New +$1.15M ﹤0.01% 1931
2018
Q1 		– Sell
-33,750
Closed -$3.24M – 4344
2017
Q4 		$3.24M Buy
33,750
+8,750
+35% +$777K ﹤0.01% 1344
2017
Q3 		$2.09M Sell
25,000
-3,700
-13% -$292K ﹤0.01% 1589
2017
Q2 		$2.18M Buy
28,700
+3,700
+15% +$296K ﹤0.01% 1579
2017
Q1 		$2.13M Sell
25,000
-49,688
-67% -$4.4M ﹤0.01% 1497
2016
Q4 		$6.53M Hold
74,688
– – 0.01% 964
2016
Q3 		$6.53M Buy
+74,688
New +$6.27M 0.01% 987
2015
Q3 		– Sell
-16,850
Closed -$2.68M – 4164
2015
Q2 		$2.68M Sell
16,850
-39,400
-70% -$6.26M ﹤0.01% 1276
2015
Q1 		$7.58M Buy
56,250
+52,500
+1,400% +$7.56M 0.01% 911
2014
Q4 		$611K Sell
3,750
-6,250
-63% -$1.39M ﹤0.01% 1961
2014
Q3 		$2.75M Buy
+10,000
New +$2.88M ﹤0.01% 1332
2014
Q2 		– Sell
-2,500
Closed -$732K – 4835
2014
Q1 		$732K Sell
2,500
-10,000
-80% -$2.83M ﹤0.01% 1854
2013
Q4 		$3.53M Buy
+12,500
New +$3.51M ﹤0.01% 961

Other funds holding USO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Bank of Montreal's USO Position: Q2 2026 in Review

Bank of Montreal sold out of United States Oil Fund (USO) in Q2 2026, closing a stake of 41 shares — an estimated $5.22K sold.

Bank of Montreal first reported a position in USO in Q3 2013 and held it in 50 quarters. The position peaked at $159M in Q1 2022. 172 funds tracked by Wall St. Rank hold USO as of Q2 2026.

  • Bank of Montreal reported no remaining United States Oil Fund position as of Q2 2026 after selling out during the quarter.
  • Bank of Montreal sold 41 United States Oil Fund shares in Q2 2026, an estimated $5.22K.
  • Bank of Montreal first reported a position in United States Oil Fund in Q3 2013 and held it in 50 quarters.
  • Bank of Montreal's United States Oil Fund position peaked at $159M in Q1 2022.
  • 172 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.