Magnetar Financial’s Bank of Montreal BMO Stock Holding History

Magnetar 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	$1.54M	Sell	11,373 -18,212	-62%	-$2.53M	0.02%	368
2025 Q4	$3.84M	Buy	+29,585	New	+$3.75M	0.04%	239
2022 Q1	–	Sell	-19,136	Closed	-$2.06M	–	1342
2021 Q4	$2.06M	Sell	19,136 -7,228	-27%	-$779K	0.02%	669
2021 Q3	$2.63M	Buy	+26,364	New	+$2.65M	0.03%	564
2019 Q4	–	Sell	-26,808	Closed	-$1.98M	–	537
2019 Q3	$1.98M	Buy	26,808 +17,682	+194%	+$1.29M	0.05%	154
2019 Q2	$689K	Buy	+9,126	New	+$698K	0.01%	251
2019 Q1	–	Sell	-4,598	Closed	-$300K	–	422
2018 Q4	$300K	Buy	+4,598	New	+$341K	0.01%	188
2018 Q3	–	Sell	-2,900	Closed	-$224K	–	527
2018 Q2	$224K	Buy	+2,900	New	+$223K	﹤0.01%	447
2018 Q1	–	Sell	-7,600	Closed	-$608K	–	593
2017 Q4	$608K	Buy	+7,600	New	+$593K	0.01%	343
2017 Q2	–	Sell	-61,836	Closed	-$4.61M	–	798
2017 Q1	$4.61M	Buy	+61,836	New	+$4.67M	0.07%	104
2016 Q4	–	Sell	-47,582	Closed	-$3.12M	–	60
2016 Q3	$3.12M	Buy	47,582 +27,082	+132%	+$1.76M	0.04%	130
2016 Q2	$1.3M	Buy	+20,500	New	+$1.3M	0.02%	152
2015 Q3	–	Sell	-3,800	Closed	-$225K	–	409
2015 Q2	$225K	Buy	+3,800	New	+$239K	﹤0.01%	403

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

Magnetar Financial's BMO Position: Q1 2026 in Review

Magnetar Financial reduced its Bank of Montreal (BMO) stake by 62% in Q1 2026, selling an estimated $2.53M and leaving 11,373 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #368.

Magnetar Financial first reported a position in BMO in Q2 2015 and has held it in 13 quarters since. The position peaked at $4.61M in Q1 2017. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Magnetar Financial held 11,373 shares of Bank of Montreal worth $1.54M as of Q1 2026.
Magnetar Financial sold 18,212 Bank of Montreal shares in Q1 2026, an estimated $2.53M.
Bank of Montreal made up 0.02% of Magnetar Financial's portfolio in Q1 2026, its #368 holding.
Magnetar Financial first reported a position in Bank of Montreal in Q2 2015 and has held it in 13 quarters since.
Magnetar Financial's Bank of Montreal position peaked at $4.61M in Q1 2017.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

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