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
2022 Q1	–	Sell	-40,000	Closed	-$4.31M	–	6312
2021 Q4	$4.31M	Hold	40,000	–	–	﹤0.01%	1948
2021 Q3	$3.99M	Hold	40,000	–	–	﹤0.01%	1968
2021 Q2	$4.1M	Buy	+40,000	New	+$3.95M	﹤0.01%	2068
2021 Q1	–	Sell	-120,000	Closed	-$9.12M	–	6312
2020 Q4	$9.12M	Hold	120,000	–	–	0.01%	1637
2020 Q3	$6.99M	Hold	120,000	–	–	﹤0.01%	1659
2020 Q2	$6.37M	Hold	120,000	–	–	0.01%	1649
2020 Q1	$5.99M	Sell	120,000 -100,000	-45%	-$6.78M	0.01%	1521
2019 Q4	$17.1M	Buy	220,000 +120,000	+120%	+$9.03M	0.01%	1078
2019 Q3	$7.37M	Hold	100,000	–	–	0.01%	1618
2019 Q2	$7.57M	Hold	100,000	–	–	0.01%	1609
2019 Q1	$7.49M	Buy	100,000 +25,000	+33%	+$1.85M	0.01%	1467
2018 Q4	$4.9M	Sell	75,000 -2,100	-3%	-$156K	0.01%	1831
2018 Q3	$6.36M	Buy	77,100 +24,700	+47%	+$1.99M	0.01%	1634
2018 Q2	$4.05M	Sell	52,400 -2,800	-5%	-$216K	﹤0.01%	2030
2018 Q1	$4.17M	Sell	55,200 -27,300	-33%	-$2.15M	﹤0.01%	1921
2017 Q4	$6.62M	Sell	82,500 -2,500	-3%	-$195K	0.01%	1584
2017 Q3	$6.42M	Buy	85,000 +30,000	+55%	+$2.24M	0.01%	1553
2017 Q2	$4.03M	Buy	55,000 +5,000	+10%	+$354K	﹤0.01%	1890
2017 Q1	$3.72M	Hold	50,000	–	–	﹤0.01%	1899
2016 Q4	$3.6M	Buy	+50,000	New	+$3.33M	﹤0.01%	2217

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

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.