Citadel Advisors
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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 		$13.9M Sell
103,000
-412,500
-80% -$57.3M ﹤0.01% 2775
2025
Q4 		$66.9M Sell
515,500
-14,900
-3% -$1.89M 0.01% 1160
2025
Q3 		$69.1M Buy
530,400
+46,000
+9% +$5.45M 0.01% 1109
2025
Q2 		$53.6M Buy
484,400
+22,600
+5% +$2.28M 0.01% 1189
2025
Q1 		$44.1M Sell
461,800
-1,800
-0.4% -$178K 0.01% 1246
2024
Q4 		$45M Buy
463,600
+269,600
+139% +$25.5M 0.01% 1367
2024
Q3 		$17.5M Buy
194,000
+24,300
+14% +$2.07M ﹤0.01% 2192
2024
Q2 		$14.2M Sell
169,700
-21,800
-11% -$1.98M ﹤0.01% 2368
2024
Q1 		$18.7M Buy
191,500
+55,600
+41% +$5.25M ﹤0.01% 2140
2023
Q4 		$13.4M Sell
135,900
-37,500
-22% -$3.13M ﹤0.01% 2468
2023
Q3 		$14.6M Buy
173,400
+2,200
+1% +$193K ﹤0.01% 2215
2023
Q2 		$15.5M Sell
171,200
-45,800
-21% -$4.05M ﹤0.01% 2143
2023
Q1 		$19.3M Buy
217,000
+23,200
+12% +$2.2M ﹤0.01% 1957
2022
Q4 		$17.6M Sell
193,800
-74,500
-28% -$6.9M ﹤0.01% 2106
2022
Q3 		$23.5M Sell
268,300
-58,000
-18% -$5.61M 0.01% 1719
2022
Q2 		$31.4M Sell
326,300
-9,100
-3% -$967K 0.01% 1433
2022
Q1 		$39.6M Buy
335,400
+51,900
+18% +$6.02M 0.01% 1300
2021
Q4 		$30.5M Sell
283,500
-145,700
-34% -$15.7M 0.01% 1585
2021
Q3 		$42.8M Buy
429,200
+148,700
+53% +$15M 0.01% 1258
2021
Q2 		$28.8M Buy
280,500
+87,700
+45% +$8.66M 0.01% 1660
2021
Q1 		$17.2M Buy
192,800
+22,300
+13% +$1.82M ﹤0.01% 2160
2020
Q4 		$13M Buy
170,500
+136,200
+397% +$9.32M ﹤0.01% 2311
2020
Q3 		$2M Sell
34,300
-84,500
-71% -$4.89M ﹤0.01% 4711
2020
Q2 		$6.3M Buy
118,800
+29,300
+33% +$1.49M ﹤0.01% 2763
2020
Q1 		$4.5M Buy
89,500
+76,600
+594% +$5.19M ﹤0.01% 2874
2019
Q4 		$1M Sell
12,900
-10,200
-44% -$768K ﹤0.01% 5574
2019
Q3 		$1.7M Buy
23,100
+1,400
+6% +$102K ﹤0.01% 4746
2019
Q2 		$1.64M Sell
21,700
-15,800
-42% -$1.21M ﹤0.01% 4860
2019
Q1 		$2.81M Sell
37,500
-4,400
-11% -$325K ﹤0.01% 3875
2018
Q4 		$2.74M Buy
41,900
+14,400
+52% +$1.07M ﹤0.01% 3675
2018
Q3 		$2.27M Buy
27,500
+10,400
+61% +$836K ﹤0.01% 4200
2018
Q2 		$1.32M Sell
17,100
-16,400
-49% -$1.26M ﹤0.01% 4749
2018
Q1 		$2.53M Buy
33,500
+13,200
+65% +$1.04M ﹤0.01% 3376
2017
Q4 		$1.62M Sell
20,300
-4,400
-18% -$343K ﹤0.01% 3929
2017
Q3 		$1.87M Sell
24,700
-2,000
-7% -$149K ﹤0.01% 3485
2017
Q2 		$1.96M Buy
26,700
+9,900
+59% +$701K ﹤0.01% 3188
2017
Q1 		$1.26M Buy
16,800
+100
+0.6% +$7.55K ﹤0.01% 3666
2016
Q4 		$1.2M Sell
16,700
-400
-2% -$26.7K ﹤0.01% 3613
2016
Q3 		$1.12M Sell
17,100
-200
-1% -$13K ﹤0.01% 3695
2016
Q2 		$1.1M Sell
17,300
-200
-1% -$12.7K ﹤0.01% 3437
2016
Q1 		$1.06M Buy
17,500
+300
+2% +$16.4K ﹤0.01% 3406
2015
Q4 		$970K Sell
17,200
-1,100
-6% -$63.3K ﹤0.01% 3614
2015
Q3 		$998K Sell
18,300
-13,800
-43% -$758K ﹤0.01% 3823
2015
Q2 		$1.9M Buy
32,100
+8,900
+38% +$559K ﹤0.01% 3117
2015
Q1 		$1.39M Buy
23,200
+8,000
+53% +$496K ﹤0.01% 3529
2014
Q4 		$1.07M Sell
15,200
-5,700
-27% -$408K ﹤0.01% 3678
2014
Q3 		$1.54M Buy
20,900
+16,200
+345% +$1.22M ﹤0.01% 3171
2014
Q2 		$346K Sell
4,700
-3,500
-43% -$244K ﹤0.01% 4853
2014
Q1 		$549K Sell
8,200
-5,800
-41% -$377K ﹤0.01% 4226
2013
Q4 		$933K Sell
14,000
-400
-3% -$27.2K ﹤0.01% 3287
2013
Q3 		$962K Buy
14,400
+2,900
+25% +$182K ﹤0.01% 3156
2013
Q2 		$667K Buy
+11,500
New +$697K ﹤0.01% 3560

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.