Jim Simons
BMO icon

Jim Simons’s Bank of Montreal BMO Stock Holding History

Jim Simons’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 		– Sell
-164,995
Closed -$21.4M – 3273
2025
Q4 		$21.4M Sell
164,995
-82,800
-33% -$10.5M 0.03% 571
2025
Q3 		$32.3M Buy
247,795
+41,900
+20% +$4.96M 0.04% 517
2025
Q2 		$22.8M Buy
205,895
+160,700
+356% +$16.2M 0.03% 648
2025
Q1 		$4.32M Buy
+45,195
New +$4.47M 0.01% 1527
2024
Q2 		– Sell
-103,400
Closed -$10.1M – 3514
2024
Q1 		$10.1M Buy
+103,400
New +$9.76M 0.02% 977
2023
Q1 		– Sell
-433,795
Closed -$39.3M – 3985
2022
Q4 		$39.3M Buy
433,795
+428,495
+8,085% +$39.7M 0.05% 425
2022
Q3 		$464K Sell
5,300
-173,800
-97% -$16.8M ﹤0.01% 2971
2022
Q2 		$17.2M Sell
179,100
-87,395
-33% -$9.29M 0.02% 809
2022
Q1 		$31.4M Buy
266,495
+58,600
+28% +$6.79M 0.04% 520
2021
Q4 		$22.4M Buy
+207,895
New +$22.4M 0.03% 650
2021
Q2 		– Sell
-248,895
Closed -$22.2M – 3464
2021
Q1 		$22.2M Buy
248,895
+240,800
+2,975% +$19.6M 0.03% 712
2020
Q4 		$615K Sell
8,095
-218,700
-96% -$15M ﹤0.01% 2730
2020
Q3 		$13.3M Sell
226,795
-305,132
-57% -$17.7M 0.01% 967
2020
Q2 		$28.3M Buy
531,927
+497,732
+1,456% +$25.4M 0.02% 642
2020
Q1 		$1.72M Sell
34,195
-416,505
-92% -$28.2M ﹤0.01% 2127
2019
Q4 		$34.9M Buy
450,700
+137,255
+44% +$10.3M 0.03% 698
2019
Q3 		$23.1M Sell
313,445
-135,505
-30% -$9.87M 0.02% 882
2019
Q2 		$33.9M Sell
448,950
-135,500
-23% -$10.4M 0.03% 671
2019
Q1 		$43.7M Sell
584,450
-502,895
-46% -$37.2M 0.04% 576
2018
Q4 		$71.1M Buy
1,087,345
+633,150
+139% +$46.9M 0.08% 298
2018
Q3 		$37.5M Sell
454,195
-455,100
-50% -$36.6M 0.04% 576
2018
Q2 		$70.3M Buy
909,295
+429,800
+90% +$33.1M 0.08% 305
2018
Q1 		$36.2M Sell
479,495
-431,600
-47% -$33.9M 0.04% 584
2017
Q4 		$73M Buy
911,095
+263,900
+41% +$20.6M 0.08% 291
2017
Q3 		$49M Sell
647,195
-99,400
-13% -$7.41M 0.06% 425
2017
Q2 		$54.8M Sell
746,595
-158,700
-18% -$11.2M 0.07% 348
2017
Q1 		$67.7M Buy
905,295
+338,600
+60% +$25.6M 0.09% 250
2016
Q4 		$40.8M Buy
566,695
+207,000
+58% +$13.8M 0.06% 411
2016
Q3 		$23.6M Buy
359,695
+246,895
+219% +$16M 0.04% 604
2016
Q2 		$7.15M Sell
112,800
-134,900
-54% -$8.55M 0.01% 1370
2016
Q1 		$15M Buy
247,700
+201,700
+438% +$11.1M 0.03% 846
2015
Q4 		$2.6M Sell
46,000
-398,695
-90% -$22.9M 0.01% 1945
2015
Q3 		$24.3M Buy
444,695
+26,100
+6% +$1.43M 0.06% 416
2015
Q2 		$24.8M Sell
418,595
-436,500
-51% -$27.4M 0.06% 421
2015
Q1 		$51.3M Buy
855,095
+461,800
+117% +$28.6M 0.11% 204
2014
Q4 		$27.8M Buy
393,295
+77,400
+25% +$5.54M 0.07% 351
2014
Q3 		$23.3M Buy
315,895
+84,800
+37% +$6.38M 0.06% 387
2014
Q2 		$17M Sell
231,095
-201,500
-47% -$14M 0.04% 558
2014
Q1 		$29M Buy
432,595
+194,600
+82% +$12.6M 0.07% 333
2013
Q4 		$15.9M Buy
237,995
+189,500
+391% +$12.9M 0.04% 576
2013
Q3 		$3.24M Sell
48,495
-364,600
-88% -$22.9M 0.01% 1402
2013
Q2 		$24M Buy
+413,095
New +$25M 0.06% 382

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 $304B AUM 35.64% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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 $140B AUM 46.34% 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

Jim Simons's BMO Position: Q1 2026 in Review

Jim Simons sold out of Bank of Montreal (BMO) in Q1 2026, closing a stake of 164,995 shares — an estimated $21.4M sold.

Jim Simons first reported a position in BMO in Q2 2013 and held it in 42 quarters. The position peaked at $73M in Q4 2017. 636 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Jim Simons reported no remaining Bank of Montreal position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 164,995 Bank of Montreal shares in Q1 2026, an estimated $21.4M.
  • Jim Simons first reported a position in Bank of Montreal in Q2 2013 and held it in 42 quarters.
  • Jim Simons's Bank of Montreal position peaked at $73M in Q4 2017.
  • 636 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.