Squarepoint’s Bank of Montreal BMO Stock Holding History

Squarepoint’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	$6.8M	Buy	+38,500	New	+$6.05M	0.01%	1353
2023 Q4	–	Sell	-5,500	Closed	-$464K	–	4019
2023 Q3	$464K	Hold	5,500	–	–	﹤0.01%	2844
2023 Q2	$497K	Hold	5,500	–	–	﹤0.01%	2620
2023 Q1	$490K	Hold	5,500	–	–	﹤0.01%	2315
2022 Q4	$498K	Buy	+5,500	New	+$509K	﹤0.01%	2292

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Squarepoint's BMO Position: Q2 2026 in Review

Squarepoint sold out of Bank of Montreal (BMO) in Q2 2026, closing a stake of 6,878 shares — an estimated $1.08M sold.

Squarepoint first reported a position in BMO in Q1 2015 and held it in 24 quarters. The position peaked at $3.28M in Q4 2023. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Squarepoint reported no remaining Bank of Montreal position as of Q2 2026 after selling out during the quarter.
Squarepoint sold 6,878 Bank of Montreal shares in Q2 2026, an estimated $1.08M.
Squarepoint first reported a position in Bank of Montreal in Q1 2015 and held it in 24 quarters.
Squarepoint's Bank of Montreal position peaked at $3.28M in Q4 2023.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Squarepoint's 13F filing for Q2 2026, filed 14 Aug 2026.