Parallax Volatility Advisers’s Bank of Montreal BMO Stock Holding History

Parallax Volatility Advisers’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	-1,250	Closed	-$162K	–	1489
2025 Q4	$162K	Buy	+1,250	New	+$158K	﹤0.01%	1402
2023 Q2	–	Sell	-13,566	Closed	-$1.2M	–	2414
2023 Q1	$1.21M	Buy	+13,566	New	+$1.29M	﹤0.01%	1418
2019 Q3	–	Sell	-14	Closed	-$1K	–	2349
2019 Q2	$1K	Buy	+14	New	+$1.07K	﹤0.01%	2417
2018 Q4	–	Sell	-1,052	Closed	-$87K	–	2934
2018 Q3	$87K	Buy	+1,052	New	+$84.6K	﹤0.01%	1736
2017 Q3	–	Sell	-680	Closed	-$50K	–	2115
2017 Q2	$50K	Sell	680 -3,297	-83%	-$233K	﹤0.01%	1796
2017 Q1	$297K	Buy	+3,977	New	+$300K	﹤0.01%	1766
2015 Q4	–	Sell	-637	Closed	-$36.6K	–	2883
2015 Q3	$35K	Buy	+637	New	+$35K	﹤0.01%	2261
2015 Q2	–	Sell	-209	Closed	-$13.1K	–	3627
2015 Q1	$13K	Sell	209 -6,658	-97%	-$413K	﹤0.01%	3812
2014 Q4	$486K	Buy	+6,867	New	+$491K	﹤0.01%	2074
2014 Q3	–	Sell	-20,360	Closed	-$1.53M	–	4138
2014 Q2	$1.5M	Buy	+20,360	New	+$1.42M	0.01%	899

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

Parallax Volatility Advisers's BMO Position: Q1 2026 in Review

Parallax Volatility Advisers sold out of Bank of Montreal (BMO) in Q1 2026, closing a stake of 1,250 shares — an estimated $162K sold.

Parallax Volatility Advisers first reported a position in BMO in Q2 2014 and held it in 10 quarters. The position peaked at $1.5M in Q2 2014. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Parallax Volatility Advisers reported no remaining Bank of Montreal position as of Q1 2026 after selling out during the quarter.
Parallax Volatility Advisers sold 1,250 Bank of Montreal shares in Q1 2026, an estimated $162K.
Parallax Volatility Advisers first reported a position in Bank of Montreal in Q2 2014 and held it in 10 quarters.
Parallax Volatility Advisers's Bank of Montreal position peaked at $1.5M in Q2 2014.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Parallax Volatility Advisers's 13F filing for Q1 2026, filed 15 May 2026.