Citigroup
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Citigroup’s Bank of Montreal BMO Stock Holding History

Citigroup’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 		$57.1M Sell
423,209
-105,238
-20% -$14.6M 0.02% 591
2025
Q4 		$68.7M Buy
528,447
+26,065
+5% +$3.3M 0.03% 508
2025
Q3 		$65.5M Buy
502,382
+134,699
+37% +$15.9M 0.03% 531
2025
Q2 		$40.7M Buy
367,683
+135,931
+59% +$13.7M 0.02% 661
2025
Q1 		$22.1M Sell
231,752
-39,942
-15% -$3.95M 0.01% 916
2024
Q4 		$26.4M Buy
271,694
+106,546
+65% +$10.1M 0.02% 809
2024
Q3 		$14.9M Buy
165,148
+10,792
+7% +$921K 0.01% 1112
2024
Q2 		$13M Buy
154,356
+5,455
+4% +$495K 0.01% 1114
2024
Q1 		$14.5M Sell
148,901
-23,202
-13% -$2.19M 0.01% 1045
2023
Q4 		$17.1M Sell
172,103
-14,222
-8% -$1.19M 0.01% 942
2023
Q3 		$15.8M Buy
186,325
+44,373
+31% +$3.9M 0.01% 894
2023
Q2 		$12.8M Buy
141,952
+22,765
+19% +$2.01M 0.01% 1025
2023
Q1 		$10.6M Sell
119,187
-8,404
-7% -$797K 0.01% 1129
2022
Q4 		$11.6M Buy
127,591
+19,082
+18% +$1.77M 0.01% 1055
2022
Q3 		$9.56M Sell
108,509
-53,759
-33% -$5.2M 0.01% 1166
2022
Q2 		$15.6M Buy
162,268
+14,752
+10% +$1.57M 0.01% 925
2022
Q1 		$17.4M Buy
147,516
+31,516
+27% +$3.65M 0.01% 1010
2021
Q4 		$12.5M Sell
116,000
-17,085
-13% -$1.84M 0.01% 1268
2021
Q3 		$13.3M Buy
133,085
+5,364
+4% +$540K 0.01% 1244
2021
Q2 		$13.1M Sell
127,721
-33,051
-21% -$3.26M 0.01% 1248
2021
Q1 		$14.3M Sell
160,772
-182,627
-53% -$14.9M 0.01% 1147
2020
Q4 		$26.1M Buy
343,399
+149,201
+77% +$10.2M 0.02% 874
2020
Q3 		$11.3M Sell
194,198
-88,025
-31% -$5.1M 0.01% 1277
2020
Q2 		$15M Sell
282,223
-168,938
-37% -$8.61M 0.01% 1019
2020
Q1 		$22.5M Buy
451,161
+121,638
+37% +$8.25M 0.02% 670
2019
Q4 		$25.6M Sell
329,523
-6,215
-2% -$468K 0.02% 826
2019
Q3 		$24.7M Sell
335,738
-32,335
-9% -$2.36M 0.02% 802
2019
Q2 		$27.9M Buy
368,073
+132,184
+56% +$10.1M 0.02% 739
2019
Q1 		$17.7M Buy
235,889
+51,215
+28% +$3.79M 0.02% 907
2018
Q4 		$12.1M Buy
184,674
+5,326
+3% +$395K 0.01% 1135
2018
Q3 		$14.8M Sell
179,348
-16,638
-8% -$1.34M 0.01% 1029
2018
Q2 		$15.1M Sell
195,986
-17,456
-8% -$1.34M 0.01% 976
2018
Q1 		$16.1M Buy
213,442
+66,362
+45% +$5.22M 0.01% 911
2017
Q4 		$11.8M Sell
147,080
-59,893
-29% -$4.67M 0.01% 1171
2017
Q3 		$15.6M Sell
206,973
-59,546
-22% -$4.44M 0.01% 929
2017
Q2 		$19.5M Buy
266,519
+4,575
+2% +$324K 0.02% 764
2017
Q1 		$19.5M Sell
261,944
-405,607
-61% -$30.6M 0.02% 749
2016
Q4 		$48.1M Sell
667,551
-122,613
-16% -$8.18M 0.04% 393
2016
Q3 		$51.7M Buy
790,164
+2,978
+0.4% +$194K 0.05% 335
2016
Q2 		$49.7M Sell
787,186
-26,067
-3% -$1.65M 0.05% 325
2016
Q1 		$49.6M Sell
813,253
-58,323
-7% -$3.2M 0.06% 308
2015
Q4 		$49M Buy
871,576
+106,415
+14% +$6.12M 0.05% 373
2015
Q3 		$41.5M Buy
765,161
+57,936
+8% +$3.18M 0.04% 395
2015
Q2 		$41.9M Buy
707,225
+15,123
+2% +$949K 0.04% 449
2015
Q1 		$41.5M Buy
692,102
+133,219
+24% +$8.26M 0.04% 423
2014
Q4 		$39.6M Buy
558,883
+52,732
+10% +$3.77M 0.04% 490
2014
Q3 		$37.3M Sell
506,151
-12,511
-2% -$941K 0.03% 511
2014
Q2 		$38.3M Sell
518,662
-20,600
-4% -$1.44M 0.04% 452
2014
Q1 		$36.1M Sell
539,262
-4,161
-0.8% -$270K 0.04% 440
2013
Q4 		$36.2M Sell
543,423
-72,617
-12% -$4.94M 0.03% 496
2013
Q3 		$41.2M Buy
616,040
+40,046
+7% +$2.51M 0.04% 423
2013
Q2 		$33.3M Buy
+575,994
New +$34.9M 0.03% 451

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

Citigroup's BMO Position: Q1 2026 in Review

Citigroup reduced its Bank of Montreal (BMO) stake by 20% in Q1 2026, selling an estimated $14.6M and leaving 423,209 shares worth $57.1M. The position accounts for 0.02% of the portfolio, ranked #591.

Citigroup first reported a position in BMO in Q2 2013 and has held it in 52 quarters since. The position peaked at $68.7M in Q4 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Citigroup held 423,209 shares of Bank of Montreal worth $57.1M as of Q1 2026.
  • Citigroup sold 105,238 Bank of Montreal shares in Q1 2026, an estimated $14.6M.
  • Bank of Montreal made up 0.02% of Citigroup's portfolio in Q1 2026, its #591 holding.
  • Citigroup first reported a position in Bank of Montreal in Q2 2013 and has held it in 52 quarters since.
  • Citigroup's Bank of Montreal position peaked at $68.7M in Q4 2025.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.