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 		$4.63M Buy
34,200
+26,500
+344% +$3.68M ﹤0.01% 1167
2025
Q4 		$999K Sell
7,700
-26,100
-77% -$3.31M ﹤0.01% 2609
2025
Q3 		$4.4M Buy
33,800
+1,800
+6% +$213K ﹤0.01% 1593
2025
Q2 		$3.54M Buy
32,000
+23,800
+290% +$2.4M ﹤0.01% 1635
2025
Q1 		$783K Sell
8,200
-6,900
-46% -$682K ﹤0.01% 2942
2024
Q4 		$1.47M Sell
15,100
-48,200
-76% -$4.56M ﹤0.01% 2482
2024
Q3 		$5.71M Sell
63,300
-47,800
-43% -$4.08M ﹤0.01% 1400
2024
Q2 		$9.31M Buy
111,100
+12,300
+12% +$1.12M 0.01% 1059
2024
Q1 		$9.65M Sell
98,800
-1,200
-1% -$113K 0.01% 1144
2023
Q4 		$9.89M Buy
100,000
+53,800
+116% +$4.49M 0.01% 1091
2023
Q3 		$3.9M Sell
46,200
-4,600
-9% -$404K ﹤0.01% 1514
2023
Q2 		$4.59M Sell
50,800
-19,200
-27% -$1.7M ﹤0.01% 1369
2023
Q1 		$6.24M Buy
70,000
+28,500
+69% +$2.7M 0.01% 1163
2022
Q4 		$3.76M Sell
41,500
-3,800
-8% -$352K ﹤0.01% 1399
2022
Q3 		$3.97M Sell
45,300
-26,500
-37% -$2.56M ﹤0.01% 1361
2022
Q2 		$6.91M Sell
71,800
-40,400
-36% -$4.29M 0.01% 963
2022
Q1 		$13.2M Buy
112,200
+49,600
+79% +$5.75M 0.01% 704
2021
Q4 		$6.74M Buy
62,600
+39,100
+166% +$4.21M 0.01% 1021
2021
Q3 		$2.43M Hold
23,500
– – ﹤0.01% 1914
2021
Q2 		$2.41M Buy
23,500
+23,012
+4,716% +$2.27M ﹤0.01% 1923
2021
Q1 		$4.35M Buy
488
+270
+124% +$22K 0.01% 930
2020
Q4 		$1.66M Sell
218
-26
-11% -$1.78K ﹤0.01% 1970
2020
Q3 		$1.43M Sell
244
-563
-70% -$32.6K ﹤0.01% 1866
2020
Q2 		$4.28M Buy
807
+528
+189% +$26.9K 0.01% 947
2020
Q1 		$1.4M Buy
279
+246
+745% +$16.7K ﹤0.01% 1571
2019
Q4 		$255K Sell
33
-56
-63% -$4.21K ﹤0.01% 3499
2019
Q3 		$656K Buy
89
+49
+123% +$3.57K ﹤0.01% 2336
2019
Q2 		$301K Buy
40
+25
+167% +$1.91K ﹤0.01% 3071
2019
Q1 		$112K Sell
15
-61
-80% -$4.51K ﹤0.01% 4214
2018
Q4 		$496K Buy
76
+24
+46% +$1.78K ﹤0.01% 2239
2018
Q3 		$429K Buy
52
+11
+27% +$885 ﹤0.01% 2792
2018
Q2 		$316K Sell
41
-16
-28% -$1.23K ﹤0.01% 2954
2018
Q1 		$22K Sell
57
-1
-2% -$79 ﹤0.01% 3246
2017
Q4 		$11K Sell
58
-108
-65% -$8.42K ﹤0.01% 3788
2017
Q3 		$20K Buy
166
+125
+305% +$9.32K ﹤0.01% 3143
2017
Q2 		$1K Buy
+41
New +$2.9K ﹤0.01% 5516
2016
Q3 		– Sell
-175
Closed -$69K – 5799
2016
Q2 		$69K Buy
175
+53
+43% +$3.36K ﹤0.01% 1759
2016
Q1 		$94K Buy
122
+37
+44% +$2.03K 0.01% 1406
2015
Q4 		$21K Buy
85
+75
+750% +$4.31K ﹤0.01% 2632
2015
Q3 		$4K Sell
10
-243
-96% -$13.3K ﹤0.01% 4115
2015
Q2 		$21K Buy
253
+217
+603% +$13.6K ﹤0.01% 2409
2015
Q1 		$29K Buy
+36
New +$2.23K ﹤0.01% 1991

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.