Simplex Trading
BMO icon

Simplex Trading’s Bank of Montreal BMO Stock Holding History

Simplex Trading’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 		– Sell
-7,488
Closed -$1.18M – 9312
2026
Q1 		$1.01M Buy
+7,488
New +$1.04M ﹤0.01% 2487
2025
Q4 		– Sell
-36,869
Closed -$4.67M – 8599
2025
Q3 		$4.8M Buy
+36,869
New +$4.37M ﹤0.01% 1495
2024
Q3 		– Sell
-28,285
Closed -$2.41M – 8508
2024
Q2 		$2.37M Buy
28,285
+22,163
+362% +$2.01M ﹤0.01% 2044
2024
Q1 		$597K Buy
+6,122
New +$578K ﹤0.01% 3669
2020
Q4 		– Sell
-5,948
Closed -$407K – 8335
2020
Q3 		$347K Buy
+5,948
New +$344K ﹤0.01% 3437
2019
Q4 		– Sell
-10,236
Closed -$770K – 7296
2019
Q3 		$754K Buy
+10,236
New +$746K ﹤0.01% 2225
2019
Q1 		– Sell
-1
Closed -$74 – 7138
2018
Q4 		$0 Buy
+1
New +$74 ﹤0.01% 7012
2018
Q1 		– Sell
-9,404
Closed -$740K – 6149
2017
Q4 		$752K Buy
9,404
+8,732
+1,299% +$681K 0.03% 515
2017
Q3 		$50K Buy
+672
New +$50.1K ﹤0.01% 2297
2017
Q1 		– Sell
-16,019
Closed -$1.21M – 6145
2016
Q4 		$1.15M Buy
+16,019
New +$1.07M 0.07% 248
2016
Q1 		– Sell
-2,218
Closed -$122K – 5580
2015
Q4 		$125K Buy
+2,218
New +$128K 0.01% 1187
2015
Q3 		– Sell
-2,642
Closed -$145K – 5501
2015
Q2 		$156K Sell
2,642
-2,996
-53% -$188K 0.01% 931
2015
Q1 		$338K Buy
5,638
+3,499
+164% +$217K 0.04% 469
2014
Q4 		$151K Buy
+2,139
New +$153K 0.02% 727

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Simplex Trading's BMO Position: Q2 2026 in Review

Simplex Trading sold out of Bank of Montreal (BMO) in Q2 2026, closing a stake of 7,488 shares — an estimated $1.18M sold.

Simplex Trading first reported a position in BMO in Q4 2014 and held it in 14 quarters. The position peaked at $4.8M in Q3 2025. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Simplex Trading reported no remaining Bank of Montreal position as of Q2 2026 after selling out during the quarter.
  • Simplex Trading sold 7,488 Bank of Montreal shares in Q2 2026, an estimated $1.18M.
  • Simplex Trading first reported a position in Bank of Montreal in Q4 2014 and held it in 14 quarters.
  • Simplex Trading's Bank of Montreal position peaked at $4.8M in Q3 2025.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.