Polar Asset Management Partners’s Bank of Montreal BMO Stock Holding History

Polar Asset Management 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 Q2	$20.4M	Buy	+449,680	New	+$70.7M	0.34%	63
2023 Q4	–	Sell	-10,500	Closed	-$887K	–	810
2023 Q3	$887K	Buy	+10,500	New	+$923K	0.02%	467
2023 Q2	–	Sell	-7,500	Closed	-$667K	–	971
2023 Q1	$667K	Buy	7,500 +2,500	+50%	+$237K	0.01%	597
2022 Q4	$452K	Buy	+5,000	New	+$463K	0.01%	739
2021 Q4	–	Sell	-9,437	Closed	-$1.02M	–	1325
2021 Q3	$941K	Sell	9,437 -242,200	-96%	-$24.4M	0.01%	702
2021 Q2	$25.8M	Buy	+251,637	New	+$24.8M	0.26%	82
2020 Q3	–	Sell	-22,700	Closed	-$1.31M	–	596
2020 Q2	$1.2M	Buy	+22,700	New	+$1.16M	0.02%	300
2020 Q1	–	Sell	-182,600	Closed	-$12.4M	–	431
2019 Q4	$14.2M	Buy	+182,600	New	+$13.7M	0.27%	104
2019 Q3	–	Sell	-180,800	Closed	-$13.2M	–	419
2019 Q2	$13.6M	Buy	+180,800	New	+$13.8M	0.25%	103
2018 Q3	–	Sell	-5,300	Closed	-$409K	–	360
2018 Q2	$409K	Buy	+5,300	New	+$408K	0.01%	325

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Polar Asset Management Partners's BMO Position: Q2 2026 in Review

Polar Asset Management Partners opened a new position in Bank of Montreal (BMO) in Q2 2026: 449,680 shares worth $20.4M. The stake represents 0.34% of the portfolio and ranks #63 among its holdings. This is a return to the name: Polar Asset Management Partners previously reported a position in BMO as recently as Q3 2023.

Polar Asset Management Partners first reported a position in BMO in Q2 2018 and has held it in 10 quarters since. The position peaked at $25.8M in Q2 2021. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Polar Asset Management Partners held 449,680 shares of Bank of Montreal worth $20.4M as of Q2 2026.
Bank of Montreal was a new Polar Asset Management Partners position in Q2 2026.
Bank of Montreal made up 0.34% of Polar Asset Management Partners's portfolio in Q2 2026, its #63 holding.
Polar Asset Management Partners first reported a position in Bank of Montreal in Q2 2018 and has held it in 10 quarters since.
Polar Asset Management Partners's Bank of Montreal position peaked at $25.8M in Q2 2021.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Polar Asset Management Partners's 13F filing for Q2 2026, filed 14 Aug 2026.