D.E. Shaw & Co
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D.E. Shaw & Co’s Bank of Montreal BMO Stock Holding History

D.E. Shaw & Co’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 		$57.2M Sell
323,700
-122,300
-27% -$19.2M 0.03% 692
2026
Q1 		$60.4M Sell
446,000
-32,700
-7% -$4.54M 0.04% 579
2025
Q4 		$62.2M Sell
478,700
-112,400
-19% -$14.2M 0.03% 607
2025
Q3 		$77M Hold
591,100
– – 0.04% 480
2025
Q2 		$65.6M Hold
591,100
– – 0.05% 463
2025
Q1 		$56.5M Sell
591,100
-214,100
-27% -$21.2M 0.05% 433
2024
Q4 		$78.1M Buy
805,200
+462,400
+135% +$43.7M 0.06% 410
2024
Q3 		$30.9M Sell
342,800
-107,200
-24% -$9.15M 0.03% 742
2024
Q2 		$37.8M Sell
450,000
-600,000
-57% -$54.5M 0.04% 564
2024
Q1 		$103M Sell
1,050,000
-345,000
-25% -$32.6M 0.09% 258
2023
Q4 		$138M Buy
1,395,000
+550,000
+65% +$45.9M 0.12% 194
2023
Q3 		$71.3M Sell
845,000
-264,400
-24% -$23.2M 0.07% 315
2023
Q2 		$100M Buy
1,109,400
+489,900
+79% +$43.3M 0.1% 226
2023
Q1 		$55.2M Sell
619,500
-5,300
-0.8% -$503K 0.06% 397
2022
Q4 		$56.6M Hold
624,800
– – 0.06% 378
2022
Q3 		$54.7M Buy
624,800
+250,000
+67% +$24.2M 0.07% 360
2022
Q2 		$36M Buy
374,800
+100,000
+36% +$10.6M 0.04% 548
2022
Q1 		$32.4M Buy
274,800
+40,600
+17% +$4.71M 0.03% 705
2021
Q4 		$25.2M Buy
+234,200
New +$25.2M 0.02% 928
2021
Q1 		– Sell
-30,000
Closed -$2.28M – 4058
2020
Q4 		$2.28M Buy
+30,000
New +$2.05M ﹤0.01% 2472
2017
Q3 		– Sell
-18,400
Closed -$1.35M – 3439
2017
Q2 		$1.35M Hold
18,400
– – ﹤0.01% 2226
2017
Q1 		$1.38M Buy
+18,400
New +$1.39M ﹤0.01% 2088
2014
Q2 		– Sell
-13,700
Closed -$918K – 4191
2014
Q1 		$918K Hold
13,700
– – ﹤0.01% 3109
2013
Q4 		$913K Buy
+13,700
New +$932K ﹤0.01% 3255

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

D.E. Shaw & Co's BMO Position: Q2 2026 in Review

D.E. Shaw & Co reduced its Bank of Montreal (BMO) stake by 36% in Q2 2026, selling an estimated $16.9M and leaving 194,600 shares worth $34.4M. The position accounts for 0.02% of the portfolio, ranked #971.

D.E. Shaw & Co first reported a position in BMO in Q2 2013 and has held it in 49 quarters since. The position peaked at $186M in Q4 2025. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • D.E. Shaw & Co held 194,600 shares of Bank of Montreal worth $34.4M as of Q2 2026.
  • D.E. Shaw & Co sold 107,503 Bank of Montreal shares in Q2 2026, an estimated $16.9M.
  • Bank of Montreal made up 0.02% of D.E. Shaw & Co's portfolio in Q2 2026, its #971 holding.
  • D.E. Shaw & Co first reported a position in Bank of Montreal in Q2 2013 and has held it in 49 quarters since.
  • D.E. Shaw & Co's Bank of Montreal position peaked at $186M in Q4 2025.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.