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
2025 Q1	–	Sell	-70,000	Closed	-$6.79M	–	3052
2024 Q4	$6.79M	Hold	70,000	–	–	﹤0.01%	1040
2024 Q3	$6.33M	Hold	70,000	–	–	﹤0.01%	1045
2024 Q2	$5.86M	Hold	70,000	–	–	﹤0.01%	1012
2024 Q1	$6.84M	Hold	70,000	–	–	﹤0.01%	994
2023 Q4	$6.95M	Hold	70,000	–	–	0.01%	1028
2023 Q3	$5.95M	Buy	+70,000	New	+$6.15M	0.01%	1023
2021 Q1	–	Sell	-50,000	Closed	-$4.87M	–	2751
2020 Q4	$4.87M	Hold	50,000	–	–	0.01%	1033
2020 Q3	$3.92M	Hold	50,000	–	–	0.01%	1048
2020 Q2	$2.65M	Hold	50,000	–	–	0.01%	1088
2020 Q1	$2.51M	Hold	50,000	–	–	0.01%	1083
2019 Q4	$3.88M	Hold	50,000	–	–	0.01%	1210
2019 Q3	$4.88M	Hold	50,000	–	–	0.01%	1200
2019 Q2	$3.77M	Buy	+50,000	New	+$3.82M	0.01%	1264
2017 Q1	–	Sell	-75,000	Closed	-$5.39M	–	2165
2016 Q4	$5.39M	Hold	75,000	–	–	0.01%	901
2016 Q3	$4.92M	Hold	75,000	–	–	0.01%	906
2016 Q2	$4.75M	Hold	75,000	–	–	0.01%	931
2016 Q1	$4.55M	Sell	75,000 -47,500	-39%	-$2.6M	0.01%	918
2015 Q4	$6.91M	Buy	+122,500	New	+$7.05M	0.02%	815
2015 Q2	–	Sell	-122,500	Closed	-$7.35M	–	2082
2015 Q1	$7.35M	Hold	122,500	–	–	0.01%	781
2014 Q4	$8.66M	Hold	122,500	–	–	0.02%	726
2014 Q3	$9.02M	Hold	122,500	–	–	0.02%	691
2014 Q2	$9.02M	Buy	122,500 +100,000	+444%	+$6.97M	0.02%	670
2014 Q1	$1.51M	Hold	22,500	–	–	﹤0.01%	1138
2013 Q4	$1.5M	Buy	+22,500	New	+$1.53M	﹤0.01%	1181

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

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. 634 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.
634 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.