IMC Chicago

IMC Chicago’s Bank of Montreal BMO Stock Holding History

IMC Chicago’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	$11M	Buy	81,000 +35,000	+76%	+$4.86M	﹤0.01%	1196
2025 Q4	$5.97M	Sell	46,000 -5,100	-10%	-$646K	﹤0.01%	1602
2025 Q3	$6.66M	Buy	51,100 +13,700	+37%	+$1.62M	﹤0.01%	1387
2025 Q2	$4.14M	Buy	37,400 +2,600	+7%	+$262K	﹤0.01%	1518
2025 Q1	$3.32M	Buy	34,800 +2,500	+8%	+$247K	﹤0.01%	1461
2024 Q4	$3.13M	Sell	32,300 -25,400	-44%	-$2.4M	﹤0.01%	1532
2024 Q3	$5.2M	Buy	57,700 +33,700	+140%	+$2.88M	﹤0.01%	1112
2024 Q2	$2.01M	Sell	24,000 -100	-0.4%	-$9.08K	﹤0.01%	1545
2024 Q1	$2.35M	Sell	24,100 -23,700	-50%	-$2.24M	﹤0.01%	1283
2023 Q4	$4.73M	Buy	47,800 +23,800	+99%	+$1.99M	﹤0.01%	904
2023 Q3	$2.02M	Buy	24,000 +8,800	+58%	+$773K	﹤0.01%	978
2023 Q2	$1.37M	Sell	15,200 -3,500	-19%	-$309K	﹤0.01%	973
2023 Q1	$1.67M	Buy	18,700 +900	+5%	+$85.4K	﹤0.01%	904
2022 Q4	$1.61M	Buy	17,800 +2,300	+15%	+$213K	﹤0.01%	877
2022 Q3	$1.36M	Buy	+15,500	New	+$1.5M	﹤0.01%	841
2022 Q2	–	Sell	-13,600	Closed	-$1.6M	–	1063
2022 Q1	$1.6M	Buy	+13,600	New	+$1.58M	﹤0.01%	807

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

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