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 $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Citigroup's BMO Position: Q2 2026 in Review

Citigroup reduced its Bank of Montreal (BMO) stake by 41% in Q2 2026, selling an estimated $27M and leaving 251,308 shares worth $44.4M. The position accounts for 0.01% of the portfolio, ranked #786.

Citigroup first reported a position in BMO in Q2 2013 and has held it in 53 quarters since. The position peaked at $68.7M in Q4 2025. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Citigroup held 251,308 shares of Bank of Montreal worth $44.4M as of Q2 2026.
  • Citigroup sold 171,901 Bank of Montreal shares in Q2 2026, an estimated $27M.
  • Bank of Montreal made up 0.01% of Citigroup's portfolio in Q2 2026, its #786 holding.
  • Citigroup first reported a position in Bank of Montreal in Q2 2013 and has held it in 53 quarters since.
  • Citigroup's Bank of Montreal position peaked at $68.7M in Q4 2025.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.