Simplex Trading
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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
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 $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
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
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B 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 $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B 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

Simplex Trading's BMO Position: Q1 2026 in Review

Simplex Trading opened a new position in Bank of Montreal (BMO) in Q1 2026: 7,488 shares worth $1.01M. The stake represents ﹤0.01% of the portfolio and ranks #2487 among its holdings. This is a return to the name: Simplex Trading previously reported a position in BMO as recently as Q3 2025.

Simplex Trading first reported a position in BMO in Q4 2014 and has held it in 14 quarters since. The position peaked at $4.8M in Q3 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Simplex Trading held 7,488 shares of Bank of Montreal worth $1.01M as of Q1 2026.
  • Bank of Montreal was a new Simplex Trading position in Q1 2026.
  • Bank of Montreal made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #2487 holding.
  • Simplex Trading first reported a position in Bank of Montreal in Q4 2014 and has held it in 14 quarters since.
  • Simplex Trading's Bank of Montreal position peaked at $4.8M in Q3 2025.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.