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% 5272
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

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.