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
2018
Q4 		– Sell
-2,400
Closed -$198K – 7671
2018
Q3 		$198K Sell
2,400
-900
-27% -$72.4K ﹤0.01% 5271
2018
Q2 		$255K Sell
3,300
-600
-15% -$46.2K ﹤0.01% 4802
2018
Q1 		$294K Buy
3,900
+900
+30% +$70.8K ﹤0.01% 4541
2017
Q4 		$241K Buy
+3,000
New +$234K ﹤0.01% 4873

Other funds holding BMO

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Citigroup's BMO Position: Q3 2026 in Review

Citigroup increased its Bank of Montreal (BMO) stake by 14% in Q3 2026, buying an estimated $6.29M and bringing the position to 286,921 shares worth $48.1M. The position accounts for 0.02% of the portfolio, ranked #765.

Citigroup first reported a position in BMO in Q2 2013 and has held it in 54 quarters since. The position peaked at $68.7M in Q4 2025. 567 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

  • Citigroup held 286,921 shares of Bank of Montreal worth $48.1M as of Q3 2026.
  • Citigroup bought 35,613 Bank of Montreal shares in Q3 2026, an estimated $6.29M.
  • Bank of Montreal made up 0.02% of Citigroup's portfolio in Q3 2026, its #765 holding.
  • Citigroup first reported a position in Bank of Montreal in Q2 2013 and has held it in 54 quarters since.
  • Citigroup's Bank of Montreal position peaked at $68.7M in Q4 2025.
  • 567 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.