Citizens Financial Group’s Bank of Montreal BMO Stock Holding History

Citizens Financial Group’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 Q2	$243K	Buy	+1,375	New	+$216K	﹤0.01%	921
2020 Q1	–	Sell	-15	Closed	-$1K	–	1118
2019 Q4	$1K	Hold	15	–	–	﹤0.01%	991
2019 Q3	$1K	Hold	15	–	–	﹤0.01%	813
2019 Q2	$1K	Hold	15	–	–	﹤0.01%	775
2019 Q1	$1K	Hold	15	–	–	﹤0.01%	710
2018 Q4	$1K	Hold	15	–	–	﹤0.01%	507
2018 Q3	$1K	Hold	15	–	–	﹤0.01%	547
2018 Q2	$1K	Hold	15	–	–	﹤0.01%	502
2018 Q1	$1K	Hold	15	–	–	﹤0.01%	472
2017 Q4	$1K	Hold	15	–	–	﹤0.01%	501
2017 Q3	$1K	Hold	15	–	–	﹤0.01%	501
2017 Q2	$1K	Hold	15	–	–	﹤0.01%	506
2017 Q1	$1K	Hold	15	–	–	﹤0.01%	604
2016 Q4	$1K	Hold	15	–	–	﹤0.01%	626
2016 Q3	$1K	Hold	15	–	–	﹤0.01%	639
2016 Q2	$1K	Hold	15	–	–	﹤0.01%	647
2016 Q1	$1K	Hold	15	–	–	﹤0.01%	609
2015 Q4	$1K	Buy	+15	New	+$863	﹤0.01%	693

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Citizens Financial Group's BMO Position: Q2 2026 in Review

Citizens Financial Group opened a new position in Bank of Montreal (BMO) in Q2 2026: 1,375 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #921 among its holdings. This is a return to the name: Citizens Financial Group previously reported a position in BMO as recently as Q4 2019.

Citizens Financial Group first reported a position in BMO in Q4 2015 and has held it in 18 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Citizens Financial Group held 1,375 shares of Bank of Montreal worth $243K as of Q2 2026.
Bank of Montreal was a new Citizens Financial Group position in Q2 2026.
Bank of Montreal made up ﹤0.01% of Citizens Financial Group's portfolio in Q2 2026, its #921 holding.
Citizens Financial Group first reported a position in Bank of Montreal in Q4 2015 and has held it in 18 quarters since.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.