SG Americas Securities

SG Americas Securities’s Bank of Montreal BMO Stock Holding History

SG Americas Securities’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	–	Hold	0	–	–	–	3245
2025 Q4	–	Hold	0	–	–	–	3609
2025 Q3	–	Hold	0	–	–	–	3390
2025 Q2	–	Sell	-2,410	Closed	-$243K	–	2970
2025 Q1	$230K	Buy	+2,410	New	+$238K	﹤0.01%	2434
2023 Q1	–	Sell	-4,755	Closed	-$431K	–	3269
2022 Q4	$431K	Buy	+4,755	New	+$440K	0.01%	1658
2022 Q3	–	Sell	-3,906	Closed	-$376K	–	3197
2022 Q2	$376K	Buy	3,906 +2,932	+301%	+$312K	0.01%	2201
2022 Q1	$115K	Buy	+974	New	+$113K	﹤0.01%	2710
2021 Q3	–	Sell	-1,345	Closed	-$138K	–	3827
2021 Q2	$138K	Sell	1,345 -207	-13%	-$20.4K	﹤0.01%	2501
2021 Q1	$138K	Sell	1,552 -2,121	-58%	-$173K	﹤0.01%	2906
2020 Q4	$279K	Sell	3,673 -2,298	-38%	-$157K	﹤0.01%	2419
2020 Q3	$356K	Buy	+5,971	New	+$346K	﹤0.01%	1838
2020 Q2	–	Hold	0	–	–	–	3694
2020 Q1	–	Hold	0	–	–	–	3445
2016 Q2	–	Sell	-80,598	Closed	-$6.34M	–	2620
2016 Q1	$6.34M	Buy	+80,598	New	+$4.42M	0.05%	324
2015 Q1	–	Sell	-10,097	Closed	-$714K	–	2555
2014 Q4	$714K	Buy	+10,097	New	+$723K	﹤0.01%	1414

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