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David Shaw’s Bank of Montreal BMO Stock Holding History

David Shaw’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

David Shaw's BMO Position: Q2 2026 in Review

David Shaw 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.

David Shaw 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. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • David Shaw held 194,600 shares of Bank of Montreal worth $34.4M as of Q2 2026.
  • David Shaw sold 107,503 Bank of Montreal shares in Q2 2026, an estimated $16.9M.
  • Bank of Montreal made up 0.02% of David Shaw's portfolio in Q2 2026, its #971 holding.
  • David Shaw first reported a position in Bank of Montreal in Q2 2013 and has held it in 49 quarters since.
  • David Shaw's Bank of Montreal position peaked at $186M in Q4 2025.
  • 655 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.