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	-65,000	Closed	-$8.44M	–	1490
2025 Q4	$8.44M	Hold	65,000	–	–	0.02%	516
2025 Q3	$8.47M	Hold	65,000	–	–	0.01%	521
2025 Q2	$7.19M	Hold	65,000	–	–	0.02%	527
2025 Q1	$6.21M	Sell	65,000 -47,500	-42%	-$4.7M	0.02%	567
2024 Q4	$10.9M	Buy	+112,500	New	+$10.6M	0.02%	539
2023 Q2	–	Sell	-70,000	Closed	-$6.24M	–	2415
2023 Q1	$6.24M	Sell	70,000 -80,000	-53%	-$7.59M	0.01%	762
2022 Q4	$13.6M	Hold	150,000	–	–	0.02%	674
2022 Q3	$13.1M	Sell	150,000 -103,700	-41%	-$10M	0.02%	668
2022 Q2	$24.4M	Buy	253,700 +103,700	+69%	+$11M	0.02%	429
2022 Q1	$17.7M	Buy	+150,000	New	+$17.4M	0.01%	555
2017 Q3	–	Sell	-2,000	Closed	-$147K	–	2116
2017 Q2	$147K	Sell	2,000 -8,000	-80%	-$566K	﹤0.01%	1550
2017 Q1	$748K	Hold	10,000	–	–	﹤0.01%	1295
2016 Q4	$720K	Sell	10,000 -9,500	-49%	-$634K	﹤0.01%	1366
2016 Q3	$1.28M	Buy	+19,500	New	+$1.27M	﹤0.01%	1160
2015 Q4	–	Sell	-17,200	Closed	-$938K	–	2884
2015 Q3	$938K	Buy	17,200 +15,100	+719%	+$829K	﹤0.01%	1312
2015 Q2	$124K	Sell	2,100 -2,500	-54%	-$157K	﹤0.01%	2175
2015 Q1	$276K	Sell	4,600 -12,800	-74%	-$794K	﹤0.01%	1887
2014 Q4	$1.23M	Buy	17,400 +16,600	+2,075%	+$1.19M	﹤0.01%	1370
2014 Q3	$59K	Sell	800 -2,600	-76%	-$196K	﹤0.01%	3211
2014 Q2	$250K	Buy	+3,400	New	+$237K	﹤0.01%	1830

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.