Steve Schonfeld’s Bank of Montreal BMO Stock Holding History

Steve Schonfeld’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	$1.33M	Buy	+7,549	New	+$1.19M	﹤0.01%	1305
2024 Q3	–	Sell	-4,200	Closed	-$352K	–	2056
2024 Q2	$352K	Buy	+4,200	New	+$381K	﹤0.01%	1618
2022 Q3	–	Sell	-111,100	Closed	-$10.7M	–	2955
2022 Q2	$10.7M	Buy	111,100 +25,900	+30%	+$2.75M	0.1%	256
2022 Q1	$10M	Buy	85,200 +65,600	+335%	+$7.6M	0.09%	270
2021 Q4	$2.11M	Sell	19,600 -114,300	-85%	-$12.3M	0.02%	685
2021 Q3	$13.4M	Sell	133,900 -7,800	-6%	-$785K	0.14%	192
2021 Q2	$14.5M	Buy	141,700 +46,000	+48%	+$4.54M	0.15%	196
2021 Q1	$8.53M	Buy	+95,700	New	+$7.81M	0.1%	269
2017 Q4	–	Sell	-8,484	Closed	-$643K	–	747
2017 Q3	$643K	Buy	+8,484	New	+$633K	0.06%	342
2017 Q1	–	Sell	-4,651	Closed	-$335K	–	599
2016 Q4	$335K	Buy	+4,651	New	+$310K	0.04%	403

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

Steve Schonfeld's BMO Position: Q2 2026 in Review

Steve Schonfeld opened a new position in Bank of Montreal (BMO) in Q2 2026: 7,549 shares worth $1.33M. The stake represents ﹤0.01% of the portfolio and ranks #1305 among its holdings. This is a return to the name: Steve Schonfeld previously reported a position in BMO as recently as Q2 2024.

Steve Schonfeld first reported a position in BMO in Q4 2016 and has held it in 10 quarters since. The position peaked at $14.5M in Q2 2021. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Steve Schonfeld held 7,549 shares of Bank of Montreal worth $1.33M as of Q2 2026.
Bank of Montreal was a new Steve Schonfeld position in Q2 2026.
Bank of Montreal made up ﹤0.01% of Steve Schonfeld's portfolio in Q2 2026, its #1305 holding.
Steve Schonfeld first reported a position in Bank of Montreal in Q4 2016 and has held it in 10 quarters since.
Steve Schonfeld's Bank of Montreal position peaked at $14.5M in Q2 2021.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.