Citadel Advisors
BMO icon

Citadel Advisors’s Bank of Montreal BMO Stock Holding History

Citadel Advisors’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
2026
Q1 		$9.63M Buy
71,165
+59,828
+528% +$8.31M ﹤0.01% 3312
2025
Q4 		$1.47M Buy
+11,337
New +$1.44M ﹤0.01% 6551
2025
Q2 		– Sell
-70,829
Closed -$7.14M – 12626
2025
Q1 		$6.76M Buy
70,829
+6,567
+10% +$649K ﹤0.01% 3415
2024
Q4 		$6.24M Sell
64,262
-367,674
-85% -$34.8M ﹤0.01% 3618
2024
Q3 		$39M Buy
431,936
+81,364
+23% +$6.94M 0.01% 1448
2024
Q2 		$29.4M Buy
350,572
+277,465
+380% +$25.2M 0.01% 1625
2024
Q1 		$7.14M Sell
73,107
-102,878
-58% -$9.71M ﹤0.01% 3411
2023
Q4 		$17.4M Buy
175,985
+118,849
+208% +$9.92M ﹤0.01% 2158
2023
Q3 		$4.82M Buy
57,136
+45,613
+396% +$4.01M ﹤0.01% 3703
2023
Q2 		$1.04M Buy
11,523
+966
+9% +$85.4K ﹤0.01% 6377
2023
Q1 		$941K Buy
10,557
+10,312
+4,209% +$978K ﹤0.01% 6910
2022
Q4 		$22.2K Sell
245
-4,102
-94% -$380K ﹤0.01% 13061
2022
Q3 		$381K Sell
4,347
-111,119
-96% -$10.7M ﹤0.01% 9053
2022
Q2 		$11.1M Buy
115,466
+100,881
+692% +$10.7M ﹤0.01% 2545
2022
Q1 		$1.72M Sell
14,585
-171,283
-92% -$19.9M ﹤0.01% 6418
2021
Q4 		$20M Sell
185,868
-9,742
-5% -$1.05M ﹤0.01% 2023
2021
Q3 		$19.5M Buy
195,610
+95,545
+95% +$9.62M ﹤0.01% 2030
2021
Q2 		$10.3M Buy
100,065
+57,601
+136% +$5.69M ﹤0.01% 3024
2021
Q1 		$3.78M Buy
42,464
+27,073
+176% +$2.21M ﹤0.01% 4900
2020
Q4 		$1.17M Sell
15,391
-644,741
-98% -$44.1M ﹤0.01% 6468
2020
Q3 		$38.6M Buy
660,132
+586,415
+795% +$34M 0.01% 1032
2020
Q2 		$3.92M Sell
73,717
-725,946
-91% -$37M ﹤0.01% 3427
2020
Q1 		$40.3M Buy
799,663
+771,953
+2,786% +$52.3M 0.02% 752
2019
Q4 		$2.15M Sell
27,710
-110,214
-80% -$8.3M ﹤0.01% 4305
2019
Q3 		$10.2M Buy
137,924
+55,425
+67% +$4.04M ﹤0.01% 2197
2019
Q2 		$6.23M Buy
82,499
+9,171
+13% +$702K ﹤0.01% 2776
2019
Q1 		$5.49M Sell
73,328
-63,435
-46% -$4.69M ﹤0.01% 2869
2018
Q4 		$8.94M Buy
136,763
+115,763
+551% +$8.58M ﹤0.01% 2029
2018
Q3 		$1.73M Sell
21,000
-209,722
-91% -$16.9M ﹤0.01% 4643
2018
Q2 		$17.8M Sell
230,722
-1,486,621
-87% -$114M 0.01% 1397
2018
Q1 		$130M Buy
1,717,343
+368,404
+27% +$29M 0.07% 230
2017
Q4 		$108M Buy
1,348,939
+441,566
+49% +$34.4M 0.07% 305
2017
Q3 		$68.7M Sell
907,373
-93,037
-9% -$6.94M 0.05% 391
2017
Q2 		$73.5M Buy
1,000,410
+814,762
+439% +$57.7M 0.06% 335
2017
Q1 		$13.9M Sell
185,648
-34,836
-16% -$2.63M 0.01% 1209
2016
Q4 		$15.8M Buy
220,484
+34,717
+19% +$2.32M 0.02% 1022
2016
Q3 		$12.2M Buy
+185,767
New +$12.1M 0.01% 1205
2015
Q4 		– Sell
-207,761
Closed -$11.9M – 8726
2015
Q3 		$11.3M Buy
207,761
+203,617
+4,914% +$11.2M 0.01% 1263
2015
Q2 		$246K Buy
+4,144
New +$260K ﹤0.01% 6032
2015
Q1 		– Sell
-4,744
Closed -$294K – 8527
2014
Q4 		$336K Sell
4,744
-8,613
-64% -$616K ﹤0.01% 5263
2014
Q3 		$984K Buy
13,357
+7,308
+121% +$550K ﹤0.01% 3719
2014
Q2 		$445K Sell
6,049
-862
-12% -$60.1K ﹤0.01% 4554
2014
Q1 		$463K Sell
6,911
-9,238
-57% -$600K ﹤0.01% 4447
2013
Q4 		$1.08M Buy
16,149
+15,462
+2,251% +$1.05M ﹤0.01% 3152
2013
Q3 		$46K Sell
687
-39,059
-98% -$2.45M ﹤0.01% 5834
2013
Q2 		$2.31M Buy
+39,746
New +$2.41M ﹤0.01% 2359

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors's BMO Position: Q1 2026 in Review

Citadel Advisors increased its Bank of Montreal (BMO) stake by 528% in Q1 2026, buying an estimated $8.31M and bringing the position to 71,165 shares worth $9.63M. The position accounts for ﹤0.01% of the portfolio, ranked #3312.

Citadel Advisors first reported a position in BMO in Q2 2013 and has held it in 46 quarters since. The position peaked at $130M in Q1 2018. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Citadel Advisors held 71,165 shares of Bank of Montreal worth $9.63M as of Q1 2026.
  • Citadel Advisors bought 59,828 Bank of Montreal shares in Q1 2026, an estimated $8.31M.
  • Bank of Montreal made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #3312 holding.
  • Citadel Advisors first reported a position in Bank of Montreal in Q2 2013 and has held it in 46 quarters since.
  • Citadel Advisors's Bank of Montreal position peaked at $130M in Q1 2018.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.