HRT Financial’s Bank of Montreal BMO Stock Holding History

HRT Financial’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 Q1	$718K	Sell	5,310 -1,421	-21%	-$197K	﹤0.01%	2268
2025 Q4	$873K	Buy	6,731 +1,410	+26%	+$179K	﹤0.01%	1803
2025 Q3	$693K	Buy	5,321 +2,272	+75%	+$269K	﹤0.01%	1708
2025 Q2	$337K	Sell	3,049 -117	-4%	-$11.8K	﹤0.01%	1796
2025 Q1	$302K	Buy	+3,166	New	+$313K	﹤0.01%	1773
2024 Q1	–	Sell	-7,657	Closed	-$757K	–	2354
2023 Q4	$757K	Buy	+7,657	New	+$639K	0.01%	1128
2023 Q3	–	Sell	-3,674	Closed	-$331K	–	2422
2023 Q2	$331K	Buy	+3,674	New	+$325K	﹤0.01%	1563
2021 Q1	–	Sell	-4,347	Closed	-$330K	–	2702
2020 Q4	$330K	Buy	+4,347	New	+$298K	0.01%	1232
2020 Q3	–	Sell	-4,768	Closed	-$252K	–	1903
2020 Q2	$252K	Buy	+4,768	New	+$243K	0.01%	1057
2019 Q3	–	Sell	-2,724	Closed	-$205K	–	1396
2019 Q2	$205K	Buy	+2,724	New	+$208K	0.01%	626
2019 Q1	–	Sell	-4,499	Closed	-$294K	–	528
2018 Q4	$294K	Buy	+4,499	New	+$334K	0.04%	361

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HRT Financial's BMO Position: Q1 2026 in Review

HRT Financial reduced its Bank of Montreal (BMO) stake by 21% in Q1 2026, selling an estimated $197K and leaving 5,310 shares worth $718K. The position accounts for ﹤0.01% of the portfolio, ranked #2268.

HRT Financial first reported a position in BMO in Q4 2018 and has held it in 11 quarters since. The position peaked at $873K in Q4 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

HRT Financial held 5,310 shares of Bank of Montreal worth $718K as of Q1 2026.
HRT Financial sold 1,421 Bank of Montreal shares in Q1 2026, an estimated $197K.
Bank of Montreal made up ﹤0.01% of HRT Financial's portfolio in Q1 2026, its #2268 holding.
HRT Financial first reported a position in Bank of Montreal in Q4 2018 and has held it in 11 quarters since.
HRT Financial's Bank of Montreal position peaked at $873K in Q4 2025.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.