Group One Trading’s Bank of Montreal BMO Stock Holding History

Group One Trading’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	$596K	Buy	+3,371	New	+$530K	﹤0.01%	3330
2026 Q1	–	Sell	-5,866	Closed	-$815K	–	7678
2025 Q4	$761K	Buy	5,866 +2,995	+104%	+$379K	﹤0.01%	3137
2025 Q3	$374K	Buy	+2,871	New	+$340K	﹤0.01%	3988
2024 Q4	–	Sell	-3,632	Closed	-$343K	–	7284
2024 Q3	$328K	Buy	+3,632	New	+$310K	﹤0.01%	3181
2024 Q1	–	Sell	-5,647	Closed	-$533K	–	7065
2023 Q4	$559K	Sell	5,647 -9,062	-62%	-$756K	﹤0.01%	2978
2023 Q3	$1.24M	Buy	+14,709	New	+$1.29M	﹤0.01%	2056
2023 Q2	–	Sell	-627	Closed	-$55.4K	–	7661
2023 Q1	$55.9K	Buy	+627	New	+$59.5K	﹤0.01%	4767
2022 Q1	–	Sell	-5,369	Closed	-$622K	–	8035
2021 Q4	$578K	Buy	+5,369	New	+$579K	﹤0.01%	3956
2021 Q1	–	Sell	-5,256	Closed	-$429K	–	7581
2020 Q4	$400K	Buy	+5,256	New	+$360K	﹤0.01%	3472
2017 Q1	–	Sell	-24	Closed	-$1.81K	–	4630
2016 Q4	$2K	Buy	+24	New	+$1.6K	﹤0.01%	4241
2016 Q2	–	Sell	-199	Closed	-$12K	–	4614
2016 Q1	$12K	Buy	199 +85	+75%	+$4.66K	﹤0.01%	3943
2015 Q4	$6K	Buy	+114	New	+$6.56K	﹤0.01%	4320

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

Group One Trading's BMO Position: Q2 2026 in Review

Group One Trading opened a new position in Bank of Montreal (BMO) in Q2 2026: 3,371 shares worth $596K. The stake represents ﹤0.01% of the portfolio and ranks #3330 among its holdings. This is a return to the name: Group One Trading previously reported a position in BMO as recently as Q4 2025.

Group One Trading first reported a position in BMO in Q4 2015 and has held it in 12 quarters since. The position peaked at $1.24M in Q3 2023. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Group One Trading held 3,371 shares of Bank of Montreal worth $596K as of Q2 2026.
Bank of Montreal was a new Group One Trading position in Q2 2026.
Bank of Montreal made up ﹤0.01% of Group One Trading's portfolio in Q2 2026, its #3330 holding.
Group One Trading first reported a position in Bank of Montreal in Q4 2015 and has held it in 12 quarters since.
Group One Trading's Bank of Montreal position peaked at $1.24M in Q3 2023.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Group One Trading's 13F filing for Q2 2026, filed 14 Aug 2026.