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
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 $570B AUM 27.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Squarepoint's BMO Position: Q1 2026 in Review

Squarepoint reduced its Bank of Montreal (BMO) stake by 60% in Q1 2026, selling an estimated $1.46M and leaving 6,878 shares worth $931K. The position accounts for ﹤0.01% of the portfolio, ranked #2827.

Squarepoint first reported a position in BMO in Q1 2015 and has held it in 24 quarters since. The position peaked at $3.28M in Q4 2023. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Squarepoint held 6,878 shares of Bank of Montreal worth $931K as of Q1 2026.
Squarepoint sold 10,478 Bank of Montreal shares in Q1 2026, an estimated $1.46M.
Bank of Montreal made up ﹤0.01% of Squarepoint's portfolio in Q1 2026, its #2827 holding.
Squarepoint first reported a position in Bank of Montreal in Q1 2015 and has held it in 24 quarters since.
Squarepoint's Bank of Montreal position peaked at $3.28M in Q4 2023.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Squarepoint's 13F filing for Q1 2026, filed 15 May 2026.