Cliff Asness’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $82.9M | Buy |
469,429
+35,221
| +8% | +$5.54M | 0.03% | 662 |
|
|
2026
Q1 | $58.3M | Buy |
434,208
+158,220
| +57% | +$22M | 0.03% | 680 |
|
|
2025
Q4 | $35.8M | Buy |
275,988
+230,020
| +500% | +$29.1M | 0.02% | 762 |
|
|
2025
Q3 | $5.99M | Buy |
45,968
+28,408
| +162% | +$3.36M | ﹤0.01% | 1356 |
|
|
2025
Q2 | $1.94M | Buy |
17,560
+11,818
| +206% | +$1.19M | ﹤0.01% | 1791 |
|
|
2025
Q1 | $548K | Buy |
5,742
+2,673
| +87% | +$264K | ﹤0.01% | 2380 |
|
|
2024
Q4 | $298K | Buy |
+3,069
| New | +$290K | ﹤0.01% | 2493 |
|
|
2019
Q2 | – | Sell |
-625,325
| Closed | -$46.8M | – | 2074 |
|
|
2019
Q1 | $46.8M | Sell |
625,325
-7,871
| -1% | -$582K | 0.05% | 417 |
|
|
2018
Q4 | $41.3M | Buy |
633,196
+183,948
| +41% | +$13.6M | 0.05% | 388 |
|
|
2018
Q3 | $36.9M | Buy |
449,248
+6,089
| +1% | +$490K | 0.04% | 459 |
|
|
2018
Q2 | $34.2M | Sell |
443,159
-80,663
| -15% | -$6.21M | 0.03% | 482 |
|
|
2018
Q1 | $39.5M | Sell |
523,822
-476,041
| -48% | -$37.4M | 0.04% | 432 |
|
|
2017
Q4 | $80.3M | Sell |
999,863
-494,361
| -33% | -$38.5M | 0.08% | 280 |
|
|
2017
Q3 | $113M | Sell |
1,494,224
-582,441
| -28% | -$43.4M | 0.13% | 198 |
|
|
2017
Q2 | $152M | Sell |
2,076,665
-301,462
| -13% | -$21.3M | 0.2% | 126 |
|
|
2017
Q1 | $177M | Buy |
2,378,127
+15,051
| +0.6% | +$1.14M | 0.24% | 115 |
|
|
2016
Q4 | $170M | Buy |
2,363,076
+478,567
| +25% | +$31.9M | 0.23% | 106 |
|
|
2016
Q3 | $123M | Buy |
1,884,509
+507,000
| +37% | +$32.9M | 0.19% | 136 |
|
|
2016
Q2 | $86.9M | Buy |
1,377,509
+95,593
| +7% | +$6.06M | 0.15% | 190 |
|
|
2016
Q1 | $78.2M | Buy |
1,281,916
+177,183
| +16% | +$9.71M | 0.14% | 207 |
|
|
2015
Q4 | $62.1M | Sell |
1,104,733
-222,497
| -17% | -$12.8M | 0.11% | 256 |
|
|
2015
Q3 | $72M | Sell |
1,327,230
-21,190
| -2% | -$1.16M | 0.14% | 197 |
|
|
2015
Q2 | $79.9M | Sell |
1,348,420
-10,954
| -0.8% | -$688K | 0.16% | 181 |
|
|
2015
Q1 | $81.5M | Buy |
1,359,374
+79,879
| +6% | +$4.95M | 0.19% | 152 |
|
|
2014
Q4 | $90.8M | Buy |
1,279,495
+1,269,095
| +12,203% | +$90.8M | 0.19% | 157 |
|
|
2014
Q3 | $766K | Buy |
+10,400
| New | +$782K | ﹤0.01% | 1747 |
|
|
2014
Q2 | – | Sell |
-12,300
| Closed | -$824K | – | 2520 |
|
|
2014
Q1 | $824K | Sell |
12,300
-26,600
| -68% | -$1.73M | ﹤0.01% | 1779 |
|
|
2013
Q4 | $2.59M | Buy |
+38,900
| New | +$2.65M | 0.01% | 1199 |
|
|
2013
Q3 | – | Sell |
-38,500
| Closed | -$2.23M | – | 2478 |
|
|
2013
Q2 | $2.23M | Buy |
+38,500
| New | +$2.33M | 0.01% | 1215 |
|
Other funds holding BMO
Cliff Asness's BMO Position: Q2 2026 in Review
Cliff Asness increased its Bank of Montreal (BMO) stake by 8.1% in Q2 2026, buying an estimated $5.54M and bringing the position to 469,429 shares worth $82.9M. The position accounts for 0.03% of the portfolio, ranked #662.
Cliff Asness first reported a position in BMO in Q2 2013 and has held it in 29 quarters since. The position peaked at $177M in Q1 2017. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.
- Cliff Asness held 469,429 shares of Bank of Montreal worth $82.9M as of Q2 2026.
- Cliff Asness bought 35,221 Bank of Montreal shares in Q2 2026, an estimated $5.54M.
- Bank of Montreal made up 0.03% of Cliff Asness's portfolio in Q2 2026, its #662 holding.
- Cliff Asness first reported a position in Bank of Montreal in Q2 2013 and has held it in 29 quarters since.
- Cliff Asness's Bank of Montreal position peaked at $177M in Q1 2017.
- 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.
Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.