Marshall Wace
BMO icon

Marshall Wace’s Bank of Montreal BMO Stock Holding History

Marshall Wace’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
Q3 		– Sell
-6,582
Closed -$728K – 2906
2025
Q2 		$728K Sell
6,582
-2,233
-25% -$225K ﹤0.01% 1993
2025
Q1 		$842K Buy
+8,815
New +$872K ﹤0.01% 1859
2024
Q4 		– Sell
-14,465
Closed -$1.3M – 2592
2024
Q3 		$1.3M Buy
+14,465
New +$1.23M ﹤0.01% 1538
2022
Q3 		– Sell
-52,200
Closed -$5.01M – 3354
2022
Q2 		$5.01M Sell
52,200
-895,921
-94% -$95.2M 0.01% 1332
2022
Q1 		$112M Buy
948,121
+816,738
+622% +$94.7M 0.21% 97
2021
Q4 		$14.2M Sell
131,383
-245
-0.2% -$26.4K 0.03% 642
2021
Q3 		$13.1M Buy
131,628
+2,592
+2% +$261K 0.05% 414
2021
Q2 		$13.2M Sell
129,036
-299,290
-70% -$29.5M 0.06% 355
2021
Q1 		$38.2M Buy
428,326
+72,474
+20% +$5.91M 0.18% 119
2020
Q4 		$27M Sell
355,852
-238,107
-40% -$16.3M 0.15% 139
2020
Q3 		$34.6M Sell
593,959
-210,210
-26% -$12.2M 0.22% 99
2020
Q2 		$42.7M Sell
804,169
-268,014
-25% -$13.7M 0.3% 76
2020
Q1 		$53.5M Buy
+1,072,183
New +$72.7M 0.53% 34
2019
Q4 		– Sell
-27,089
Closed -$2M – 1707
2019
Q3 		$2M Buy
+27,089
New +$1.97M 0.02% 772
2015
Q3 		– Sell
-96,484
Closed -$5.72M – 915
2015
Q2 		$5.72M Buy
+96,484
New +$6.06M 0.07% 276
2014
Q4 		– Sell
-63,871
Closed -$4.7M – 822
2014
Q3 		$4.7M Sell
63,871
-126,216
-66% -$9.49M 0.07% 298
2014
Q2 		$14M Buy
+190,087
New +$13.3M 0.21% 139

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
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 $62.3B AUM 44.64% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Marshall Wace's BMO Position: Q3 2025 in Review

Marshall Wace sold out of Bank of Montreal (BMO) in Q3 2025, closing a stake of 6,582 shares — an estimated $728K sold.

Marshall Wace first reported a position in BMO in Q2 2014 and held it in 17 quarters. The position peaked at $112M in Q1 2022. 579 funds tracked by Wall St. Rank hold BMO as of Q3 2025.

  • Marshall Wace reported no remaining Bank of Montreal position as of Q3 2025 after selling out during the quarter.
  • Marshall Wace sold 6,582 Bank of Montreal shares in Q3 2025, an estimated $728K.
  • Marshall Wace first reported a position in Bank of Montreal in Q2 2014 and held it in 17 quarters.
  • Marshall Wace's Bank of Montreal position peaked at $112M in Q1 2022.
  • 579 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2025.

Based on Marshall Wace's 13F filing for Q3 2025, filed 13 Nov 2025.