PDT Partners’s Bank of Montreal BMO Stock Holding History

PDT Partners’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	$217K	Buy	+1,600	New	+$222K	0.01%	489
2023 Q3	–	Sell	-15,671	Closed	-$1.42M	–	590
2023 Q2	$1.42M	Buy	+15,671	New	+$1.39M	0.19%	182
2021 Q1	–	Sell	-10,603	Closed	-$806K	–	775
2020 Q4	$806K	Buy	+10,603	New	+$726K	0.05%	368
2015 Q4	–	Sell	-24,080	Closed	-$1.31M	–	463
2015 Q3	$1.31M	Buy	+24,080	New	+$1.32M	0.03%	627
2014 Q3	–	Sell	-21,708	Closed	-$1.6M	–	1313
2014 Q2	$1.6M	Buy	+21,708	New	+$1.51M	0.04%	522

Other funds holding BMO

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return