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 		$1.71M Sell
12,600
-3,700
-23% -$514K ﹤0.01% 1966
2025
Q4 		$2.12M Sell
16,300
-3,100
-16% -$393K ﹤0.01% 1931
2025
Q3 		$2.53M Buy
19,400
+3,500
+22% +$414K ﹤0.01% 2094
2025
Q2 		$1.76M Sell
15,900
-4,000
-20% -$403K ﹤0.01% 2230
2025
Q1 		$1.9M Sell
19,900
-5,800
-23% -$574K ﹤0.01% 2080
2024
Q4 		$2.49M Sell
25,700
-54,300
-68% -$5.13M ﹤0.01% 2002
2024
Q3 		$7.22M Sell
80,000
-53,400
-40% -$4.56M ﹤0.01% 1243
2024
Q2 		$11.2M Buy
133,400
+18,800
+16% +$1.71M 0.01% 943
2024
Q1 		$11.2M Sell
114,600
-76,600
-40% -$7.23M 0.01% 1060
2023
Q4 		$18.9M Buy
191,200
+48,400
+34% +$4.04M 0.01% 744
2023
Q3 		$12M Buy
142,800
+41,800
+41% +$3.67M 0.01% 841
2023
Q2 		$9.12M Sell
101,000
-75,800
-43% -$6.7M 0.01% 946
2023
Q1 		$15.8M Sell
176,800
-23,000
-12% -$2.18M 0.01% 682
2022
Q4 		$18.1M Sell
199,800
-39,500
-17% -$3.66M 0.02% 599
2022
Q3 		$21M Buy
239,300
+41,800
+21% +$4.04M 0.02% 494
2022
Q2 		$19M Buy
197,500
+27,700
+16% +$2.94M 0.02% 516
2022
Q1 		$20M Buy
169,800
+120,500
+244% +$14M 0.02% 540
2021
Q4 		$5.31M Sell
49,300
-72,000
-59% -$7.76M 0.01% 1167
2021
Q3 		$12.5M Buy
121,300
+3,500
+3% +$352K 0.01% 625
2021
Q2 		$12.1M Buy
117,800
+116,902
+13,018% +$11.5M 0.01% 634
2021
Q1 		$8M Buy
898
+528
+143% +$43.1K 0.01% 549
2020
Q4 		$2.81M Buy
370
+332
+874% +$22.7K ﹤0.01% 1448
2020
Q3 		$221K Sell
38
-686
-95% -$39.7K ﹤0.01% 3974
2020
Q2 		$3.84M Buy
724
+317
+78% +$16.2K 0.01% 1022
2020
Q1 		$2.04M Sell
407
-55
-12% -$3.73K ﹤0.01% 1263
2019
Q4 		$3.58M Sell
462
-202
-30% -$15.2K 0.01% 1018
2019
Q3 		$4.9M Buy
664
+426
+179% +$31K 0.01% 733
2019
Q2 		$1.79M Sell
238
-70
-23% -$5.36K ﹤0.01% 1388
2019
Q1 		$2.3M Sell
308
-249
-45% -$18.4K 0.01% 1251
2018
Q4 		$3.64M Buy
557
+479
+614% +$35.5K 0.01% 725
2018
Q3 		$643K Sell
78
-232
-75% -$18.7K ﹤0.01% 2356
2018
Q2 		$2.4M Buy
310
+219
+241% +$16.9K 0.01% 1015
2018
Q1 		$30K Buy
91
+55
+153% +$4.33K ﹤0.01% 2930
2017
Q4 		$8K Sell
36
-272
-88% -$21.2K ﹤0.01% 4072
2017
Q3 		$32K Buy
308
+183
+146% +$13.6K ﹤0.01% 2709
2017
Q2 		$15K Buy
125
+56
+81% +$3.96K ﹤0.01% 3563
2017
Q1 		$11K Sell
69
-102
-60% -$7.7K ﹤0.01% 3863
2016
Q4 		$21K Buy
171
+95
+125% +$6.34K ﹤0.01% 2987
2016
Q3 		$9K Sell
76
-262
-78% -$17K ﹤0.01% 3672
2016
Q2 		$41K Buy
338
+188
+125% +$11.9K ﹤0.01% 2235
2016
Q1 		$58K Buy
150
+94
+168% +$5.15K ﹤0.01% 1825
2015
Q4 		$11K Buy
56
+2
+4% +$115 ﹤0.01% 3190
2015
Q3 		$22K Buy
+54
New +$2.97K ﹤0.01% 2679

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.