Two Sigma Investments’s Bank of Montreal BMO Stock Holding History

Two Sigma Investments’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
2021 Q3	–	Sell	-3,000	Closed	-$308K	–	4243
2021 Q2	$308K	Sell	3,000 -7,800	-72%	-$770K	﹤0.01%	3492
2021 Q1	$962K	Buy	+10,800	New	+$881K	﹤0.01%	2365
2020 Q4	–	Sell	-5,800	Closed	-$339K	–	3343
2020 Q3	$339K	Buy	+5,800	New	+$336K	﹤0.01%	2507
2019 Q4	–	Sell	-2,900	Closed	-$214K	–	3641
2019 Q3	$214K	Buy	+2,900	New	+$211K	﹤0.01%	3152

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

Two Sigma Investments's BMO Position: Q1 2026 in Review

Two Sigma Investments reduced its Bank of Montreal (BMO) stake by 71% in Q1 2026, selling an estimated $7.59M and leaving 21,800 shares worth $2.95M. The position accounts for ﹤0.01% of the portfolio, ranked #2454.

Two Sigma Investments first reported a position in BMO in Q1 2014 and has held it in 33 quarters since. The position peaked at $136M in Q1 2021. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Two Sigma Investments held 21,800 shares of Bank of Montreal worth $2.95M as of Q1 2026.
Two Sigma Investments sold 54,640 Bank of Montreal shares in Q1 2026, an estimated $7.59M.
Bank of Montreal made up ﹤0.01% of Two Sigma Investments's portfolio in Q1 2026, its #2454 holding.
Two Sigma Investments first reported a position in Bank of Montreal in Q1 2014 and has held it in 33 quarters since.
Two Sigma Investments's Bank of Montreal position peaked at $136M in Q1 2021.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.