HSBC Holdings
BMO icon

HSBC Holdings’s Bank of Montreal BMO Stock Holding History

HSBC Holdings’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 		$678K Buy
+5,051
New +$702K ﹤0.01% 2067
2025
Q4 		– Sell
-499,622
Closed -$65.1M – 2943
2025
Q3 		$65.1M Buy
499,622
+96,437
+24% +$11.4M 0.04% 424
2025
Q2 		$44.7M Buy
403,185
+23,046
+6% +$2.32M 0.03% 503
2025
Q1 		$36.3M Sell
380,139
-80,831
-18% -$7.99M 0.02% 569
2024
Q4 		$44.7M Buy
460,970
+121,045
+36% +$11.4M 0.03% 508
2024
Q3 		$30.6M Buy
339,925
+333,002
+4,810% +$28.4M 0.02% 616
2024
Q2 		$580K Sell
6,923
-299,907
-98% -$27.2M ﹤0.01% 1902
2024
Q1 		$30M Buy
306,830
+30,215
+11% +$2.85M 0.02% 591
2023
Q4 		$27.4M Buy
276,615
+8,600
+3% +$718K 0.02% 580
2023
Q3 		$22.6M Sell
268,015
-116,970
-30% -$10.3M 0.02% 591
2023
Q2 		$34.8M Buy
384,985
+3,051
+0.8% +$270K 0.04% 481
2023
Q1 		$34M Buy
381,934
+61,024
+19% +$5.79M 0.04% 455
2022
Q4 		$29.1M Buy
320,910
+50,427
+19% +$4.67M 0.03% 525
2022
Q3 		$24M Buy
270,483
+14,689
+6% +$1.42M 0.04% 474
2022
Q2 		$24.6M Sell
255,794
-23,097
-8% -$2.45M 0.03% 510
2022
Q1 		$33M Sell
278,891
-192,461
-41% -$22.3M 0.04% 439
2021
Q4 		$50.8M Sell
471,352
-14,161
-3% -$1.53M 0.05% 383
2021
Q3 		$48.5M Sell
485,513
-81,586
-14% -$8.21M 0.05% 343
2021
Q2 		$58.1M Buy
567,099
+109,077
+24% +$10.8M 0.06% 301
2021
Q1 		$40.9M Buy
458,022
+296,508
+184% +$24.2M 0.05% 383
2020
Q4 		$12.3M Sell
161,514
-13,292
-8% -$910K 0.02% 732
2020
Q3 		$10.2M Sell
174,806
-8,042
-4% -$466K 0.02% 709
2020
Q2 		$9.7M Sell
182,848
-175,538
-49% -$8.95M 0.02% 660
2020
Q1 		$17.9M Buy
358,386
+152,660
+74% +$10.3M 0.04% 405
2019
Q4 		$15.9M Sell
205,726
-97,161
-32% -$7.31M 0.03% 610
2019
Q3 		$29.6M Sell
302,887
-29,117
-9% -$2.12M 0.06% 376
2019
Q2 		$25.1M Sell
332,004
-861,356
-72% -$65.9M 0.05% 415
2019
Q1 		$89.3M Buy
1,193,360
+1,000,888
+520% +$74M 0.16% 126
2018
Q4 		$12.6M Sell
192,472
-8,592
-4% -$637K 0.02% 704
2018
Q3 		$16.7M Sell
201,064
-85,712
-30% -$6.89M 0.03% 634
2018
Q2 		$22.1M Sell
286,776
-23,357
-8% -$1.8M 0.04% 457
2018
Q1 		$23.4M Sell
310,133
-25,942
-8% -$2.04M 0.03% 486
2017
Q4 		$27M Sell
336,075
-31,160
-8% -$2.43M 0.04% 409
2017
Q3 		$27.7M Sell
367,235
-6,868
-2% -$512K 0.04% 421
2017
Q2 		$27.4M Sell
374,103
-65,683
-15% -$4.65M 0.05% 407
2017
Q1 		$33M Buy
439,786
+100,026
+29% +$7.55M 0.07% 302
2016
Q4 		$24.4M Sell
339,760
-13,642
-4% -$910K 0.06% 411
2016
Q3 		$23.1M Buy
353,402
+2,381
+0.7% +$155K 0.06% 380
2016
Q2 		$22.2M Buy
351,021
+51,657
+17% +$3.27M 0.06% 370
2016
Q1 		$18.2M Sell
299,364
-8,680
-3% -$476K 0.05% 440
2015
Q4 		$17.4M Sell
308,044
-189,717
-38% -$10.9M 0.04% 504
2015
Q3 		$27.1M Sell
497,761
-11,638
-2% -$639K 0.07% 319
2015
Q2 		$30.3M Buy
509,399
+70,787
+16% +$4.44M 0.06% 312
2015
Q1 		$26.2M Buy
438,612
+30,553
+7% +$1.89M 0.05% 371
2014
Q4 		$28.9M Buy
408,059
+14,853
+4% +$1.06M 0.06% 334
2014
Q3 		$29M Buy
393,206
+132,511
+51% +$9.97M 0.06% 325
2014
Q2 		$19.2M Sell
260,695
-90,448
-26% -$6.31M 0.04% 427
2014
Q1 		$23.5M Buy
351,143
+14,634
+4% +$951K 0.06% 351
2013
Q4 		$22.4M Buy
336,509
+15,478
+5% +$1.05M 0.06% 378
2013
Q3 		$21.4M Sell
321,031
-43,107
-12% -$2.7M 0.06% 370
2013
Q2 		$21.2M Buy
+364,138
New +$22.1M 0.06% 322

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HSBC Holdings's BMO Position: Q1 2026 in Review

HSBC Holdings opened a new position in Bank of Montreal (BMO) in Q1 2026: 5,051 shares worth $678K. The stake represents ﹤0.01% of the portfolio and ranks #2067 among its holdings. This is a return to the name: HSBC Holdings previously reported a position in BMO as recently as Q3 2025.

HSBC Holdings first reported a position in BMO in Q2 2013 and has held it in 51 quarters since. The position peaked at $89.3M in Q1 2019. 635 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • HSBC Holdings held 5,051 shares of Bank of Montreal worth $678K as of Q1 2026.
  • Bank of Montreal was a new HSBC Holdings position in Q1 2026.
  • Bank of Montreal made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #2067 holding.
  • HSBC Holdings first reported a position in Bank of Montreal in Q2 2013 and has held it in 51 quarters since.
  • HSBC Holdings's Bank of Montreal position peaked at $89.3M in Q1 2019.
  • 635 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.