Tower Research Capital (TRC)’s Bank of Montreal BMO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$558K Buy
4,125
+3,227
+359% +$448K 0.01% 835
2025
Q4
$117K Sell
898
-1,710
-66% -$217K ﹤0.01% 1840
2025
Q3
$340K Buy
2,608
+382
+17% +$45.2K 0.01% 1105
2025
Q2
$246K Sell
2,226
-28,445
-93% -$2.87M 0.01% 1591
2025
Q1
$2.93M Buy
30,671
+25,557
+500% +$2.53M 0.09% 190
2024
Q4
$496K Sell
5,114
-405
-7% -$38.3K 0.01% 1066
2024
Q3
$498K Buy
5,519
+3,939
+249% +$336K 0.01% 869
2024
Q2
$132K Buy
1,580
+1,520
+2,533% +$138K ﹤0.01% 2379
2024
Q1
$5.86K Sell
60
-6,002
-99% -$567K ﹤0.01% 4475
2023
Q4
$600K Sell
6,062
-12
-0.2% -$1K 0.01% 1229
2023
Q3
$512K Sell
6,074
-2,859
-32% -$251K 0.02% 855
2023
Q2
$807K Buy
8,933
+8,624
+2,791% +$762K 0.03% 647
2023
Q1
$28K Sell
309
-4,593
-94% -$436K ﹤0.01% 3058
2022
Q4
$444K Buy
4,902
+4,492
+1,096% +$416K 0.02% 771
2022
Q3
$36K Sell
410
-9,977
-96% -$965K ﹤0.01% 3450
2022
Q2
$997K Sell
10,387
-20,029
-66% -$2.13M 0.02% 685
2022
Q1
$3.58M Buy
30,416
+25,565
+527% +$2.96M 0.03% 397
2021
Q4
$519K Buy
4,851
+2,400
+98% +$259K 0.01% 1089
2021
Q3
$243K Buy
2,451
+521
+27% +$52.4K 0.01% 1624
2021
Q2
$197K Sell
1,930
-6,307
-77% -$623K 0.01% 1935
2021
Q1
$732K Buy
8,237
+2,658
+48% +$217K 0.01% 947
2020
Q4
$423K Sell
5,579
-5,579
-50% -$382K 0.01% 1118
2020
Q3
$649K Buy
11,158
+10,416
+1,404% +$603K 0.01% 1393
2020
Q2
$40K Sell
742
-2,270
-75% -$116K ﹤0.01% 3225
2020
Q1
$153K Buy
3,012
+2,629
+686% +$178K 0.01% 854
2019
Q4
$29K Sell
383
-27,849
-99% -$2.1M ﹤0.01% 1671
2019
Q3
$2.08M Buy
28,232
+20,537
+267% +$1.5M 0.14% 110
2019
Q2
$581K Sell
7,695
-10,443
-58% -$799K 0.04% 417
2019
Q1
$1.36M Buy
18,138
+17,297
+2,057% +$1.28M 0.08% 190
2018
Q4
$55K Buy
841
+441
+110% +$32.7K ﹤0.01% 1234
2018
Q3
$33K Sell
400
-8,725
-96% -$702K ﹤0.01% 2007
2018
Q2
$706K Buy
9,125
+2,710
+42% +$209K 0.04% 484
2018
Q1
$484K Buy
6,415
+5,809
+959% +$457K 0.04% 490
2017
Q4
$48K Sell
606
-19,480
-97% -$1.52M 0.01% 1359
2017
Q3
$1.9M Buy
20,086
+19,991
+21,043% +$1.49M 0.16% 78
2017
Q2
$9K Sell
95
-2,298
-96% -$163K ﹤0.01% 1648
2017
Q1
$179K Sell
2,393
-128
-5% -$9.67K 0.02% 304
2016
Q4
$181K Buy
2,521
+390
+18% +$26K 0.02% 670
2016
Q3
$140K Buy
2,131
+200
+10% +$13K 0.01% 657
2016
Q2
$123K Buy
1,931
+1,782
+1,196% +$113K 0.01% 976
2016
Q1
$12K Sell
149
-4,851
-97% -$266K ﹤0.01% 1752
2015
Q4
$390K Buy
5,000
+4,300
+614% +$247K 0.06% 138
2015
Q3
$38K Sell
700
-3,939
-85% -$216K ﹤0.01% 1210
2015
Q2
$343K Buy
4,639
+288
+7% +$18.1K 0.03% 205
2015
Q1
$261K Buy
4,351
+3,477
+398% +$216K 0.03% 301
2014
Q4
$62K Sell
874
-1,027
-54% -$73.5K 0.01% 922
2014
Q3
$140K Buy
1,901
+1,196
+170% +$90K 0.02% 690
2014
Q2
$55K Sell
705
-35,242
-98% -$2.46M 0.01% 1234
2014
Q1
$2.66M Buy
35,947
+35,685
+13,620% +$2.32M 0.34% 60
2013
Q4
$17K Sell
262
-2,241
-90% -$153K ﹤0.01% 2484
2013
Q3
$167K Sell
2,503
-19,262
-88% -$1.21M 0.02% 877
2013
Q2
$1.26M Buy
+21,765
New +$1.32M 0.1% 67

Other funds holding BMO

Tower Research Capital (TRC)'s BMO Position: Q1 2026 in Review

Tower Research Capital (TRC) increased its Bank of Montreal (BMO) stake by 359% in Q1 2026, buying an estimated $448K and bringing the position to 4,125 shares worth $558K. The position accounts for 0.01% of the portfolio, ranked #835.

Tower Research Capital (TRC) first reported a position in BMO in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.58M in Q1 2022. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Tower Research Capital (TRC) held 4,125 shares of Bank of Montreal worth $558K as of Q1 2026.
  • Tower Research Capital (TRC) bought 3,227 Bank of Montreal shares in Q1 2026, an estimated $448K.
  • Bank of Montreal made up 0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #835 holding.
  • Tower Research Capital (TRC) first reported a position in Bank of Montreal in Q2 2013 and has held it in 52 quarters since.
  • Tower Research Capital (TRC)'s Bank of Montreal position peaked at $3.58M in Q1 2022.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.