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	$21.6M	Sell	159,700 -163,400	-51%	-$22.7M	﹤0.01%	2239
2025 Q4	$41.9M	Sell	323,100 -162,500	-33%	-$20.6M	0.01%	1579
2025 Q3	$63.2M	Sell	485,600 -16,500	-3%	-$1.95M	0.01%	1175
2025 Q2	$55.5M	Sell	502,100 -9,000	-2%	-$907K	0.01%	1164
2025 Q1	$48.8M	Sell	511,100 -267,900	-34%	-$26.5M	0.01%	1163
2024 Q4	$75.6M	Buy	779,000 +314,700	+68%	+$29.7M	0.01%	929
2024 Q3	$41.9M	Buy	464,300 +308,800	+199%	+$26.3M	0.01%	1382
2024 Q2	$13M	Sell	155,500 -98,900	-39%	-$8.98M	﹤0.01%	2465
2024 Q1	$24.8M	Buy	254,400 +13,900	+6%	+$1.31M	﹤0.01%	1855
2023 Q4	$23.8M	Buy	240,500 +13,500	+6%	+$1.13M	﹤0.01%	1842
2023 Q3	$19.2M	Buy	227,000 +84,600	+59%	+$7.44M	﹤0.01%	1909
2023 Q2	$12.9M	Sell	142,400 -102,500	-42%	-$9.06M	﹤0.01%	2359
2023 Q1	$21.8M	Sell	244,900 -56,900	-19%	-$5.4M	﹤0.01%	1829
2022 Q4	$27.3M	Sell	301,800 -19,400	-6%	-$1.8M	0.01%	1641
2022 Q3	$28.1M	Sell	321,200 -87,400	-21%	-$8.45M	0.01%	1545
2022 Q2	$39.3M	Buy	408,600 +121,000	+42%	+$12.9M	0.01%	1212
2022 Q1	$33.9M	Buy	287,600 +62,700	+28%	+$7.27M	0.01%	1431
2021 Q4	$24.2M	Buy	224,900 +43,100	+24%	+$4.64M	0.01%	1816
2021 Q3	$18.1M	Buy	181,800 +63,100	+53%	+$6.35M	﹤0.01%	2151
2021 Q2	$12.2M	Sell	118,700 -36,700	-24%	-$3.62M	﹤0.01%	2780
2021 Q1	$13.8M	Sell	155,400 -122,400	-44%	-$9.98M	﹤0.01%	2495
2020 Q4	$21.1M	Buy	277,800 +244,300	+729%	+$16.7M	0.01%	1745
2020 Q3	$1.96M	Sell	33,500 -24,200	-42%	-$1.4M	﹤0.01%	4752
2020 Q2	$3.06M	Buy	57,700 +10,600	+23%	+$540K	﹤0.01%	3837
2020 Q1	$2.37M	Buy	47,100 +40,600	+625%	+$2.75M	﹤0.01%	3875
2019 Q4	$504K	Sell	6,500 -69,800	-91%	-$5.25M	﹤0.01%	6797
2019 Q3	$5.63M	Buy	76,300 +16,000	+27%	+$1.17M	﹤0.01%	2948
2019 Q2	$4.55M	Buy	60,300 +39,600	+191%	+$3.03M	﹤0.01%	3234
2019 Q1	$1.55M	Sell	20,700 -17,300	-46%	-$1.28M	﹤0.01%	4874
2018 Q4	$2.48M	Sell	38,000 -25,900	-41%	-$1.92M	﹤0.01%	3815
2018 Q3	$5.27M	Buy	63,900 +39,600	+163%	+$3.19M	﹤0.01%	2932
2018 Q2	$1.88M	Buy	24,300 +4,400	+22%	+$339K	﹤0.01%	4212
2018 Q1	$1.5M	Buy	19,900 +10,300	+107%	+$810K	﹤0.01%	4171
2017 Q4	$768K	Sell	9,600 -3,300	-26%	-$257K	﹤0.01%	5036
2017 Q3	$977K	Sell	12,900 -13,900	-52%	-$1.04M	﹤0.01%	4354
2017 Q2	$1.97M	Buy	26,800 +11,500	+75%	+$814K	﹤0.01%	3185
2017 Q1	$1.14M	Sell	15,300 -13,600	-47%	-$1.03M	﹤0.01%	3810
2016 Q4	$2.08M	Buy	28,900 +10,300	+55%	+$687K	﹤0.01%	2909
2016 Q3	$1.22M	Sell	18,600 -28,800	-61%	-$1.87M	﹤0.01%	3564
2016 Q2	$3M	Buy	47,400 +5,700	+14%	+$361K	﹤0.01%	2319
2016 Q1	$2.53M	Buy	41,700 +16,200	+64%	+$888K	﹤0.01%	2417
2015 Q4	$1.44M	Buy	25,500 +1,900	+8%	+$109K	﹤0.01%	3132
2015 Q3	$1.29M	Buy	23,600 +800	+4%	+$43.9K	﹤0.01%	3489
2015 Q2	$1.35M	Buy	22,800 +2,900	+15%	+$182K	﹤0.01%	3566
2015 Q1	$1.19M	Buy	19,900 +12,900	+184%	+$800K	﹤0.01%	3712
2014 Q4	$495K	Sell	7,000 -2,300	-25%	-$165K	﹤0.01%	4739
2014 Q3	$685K	Sell	9,300 -7,000	-43%	-$527K	﹤0.01%	4197
2014 Q2	$1.2M	Buy	16,300 +11,400	+233%	+$795K	﹤0.01%	3265
2014 Q1	$328K	Buy	4,900 +2,400	+96%	+$156K	﹤0.01%	4912
2013 Q4	$167K	Sell	2,500 -6,400	-72%	-$436K	﹤0.01%	5200
2013 Q3	$595K	Sell	8,900 -12,200	-58%	-$765K	﹤0.01%	3617
2013 Q2	$1.22M	Buy	+21,100	New	+$1.28M	﹤0.01%	2983

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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.