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
2025 Q4	–	Sell	-65,000	Closed	-$8.47M	–	1645
2025 Q3	$8.47M	Hold	65,000	–	–	0.01%	520
2025 Q2	$7.19M	Hold	65,000	–	–	0.02%	526
2025 Q1	$6.21M	Sell	65,000 -326,200	-83%	-$32.3M	0.02%	566
2024 Q4	$38M	Sell	391,200 -398,000	-50%	-$37.6M	0.07%	205
2024 Q3	$71.2M	Buy	+789,200	New	+$67.3M	0.13%	122
2024 Q2	–	Sell	-20,800	Closed	-$2.03M	–	2007
2024 Q1	$2.03M	Buy	20,800 +16,900	+433%	+$1.6M	﹤0.01%	1018
2023 Q4	$386K	Sell	3,900 -25,000	-87%	-$2.09M	﹤0.01%	1650
2023 Q3	$2.44M	Buy	28,900 +25,000	+641%	+$2.2M	0.01%	1022
2023 Q2	$352K	Sell	3,900 -600	-13%	-$53K	﹤0.01%	1761
2023 Q1	$401K	Buy	4,500 +2,900	+181%	+$275K	﹤0.01%	1795
2022 Q4	$145K	Buy	1,600 +1,300	+433%	+$120K	﹤0.01%	2203
2022 Q3	$26K	Buy	+300	New	+$29K	﹤0.01%	2704
2017 Q3	–	Sell	-2,000	Closed	-$147K	–	2114
2017 Q2	$147K	Sell	2,000 -2,000	-50%	-$142K	﹤0.01%	1549
2017 Q1	$300K	Sell	4,000 -6,000	-60%	-$453K	﹤0.01%	1760
2016 Q4	$720K	Sell	10,000 -8,200	-45%	-$547K	﹤0.01%	1365
2016 Q3	$1.19M	Buy	+18,200	New	+$1.18M	﹤0.01%	1185
2016 Q1	–	Sell	-500	Closed	-$28K	–	2524
2015 Q4	$28K	Sell	500 -30,500	-98%	-$1.75M	﹤0.01%	2484
2015 Q3	$1.69M	Buy	31,000 +22,700	+273%	+$1.25M	﹤0.01%	1092
2015 Q2	$491K	Sell	8,300 -200	-2%	-$12.6K	﹤0.01%	1632
2015 Q1	$510K	Sell	8,500 -1,200	-12%	-$74.4K	﹤0.01%	1550
2014 Q4	$686K	Buy	9,700 +2,400	+33%	+$172K	﹤0.01%	1786
2014 Q3	$538K	Buy	+7,300	New	+$549K	﹤0.01%	1799

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.