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

Two Sigma Securities’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 Q1	$225K	Sell	1,665 -489	-23%	-$67.9K	0.03%	980
2025 Q4	$280K	Buy	+2,154	New	+$273K	0.04%	667
2025 Q2	–	Sell	-3,813	Closed	-$364K	–	1530
2025 Q1	$364K	Buy	+3,813	New	+$377K	0.06%	490
2024 Q2	–	Sell	-2,063	Closed	-$187K	–	3002
2024 Q1	$202K	Buy	+2,063	New	+$195K	﹤0.01%	2340
2023 Q3	–	Sell	-6,912	Closed	-$624K	–	2953
2023 Q2	$624K	Buy	6,912 +4,192	+154%	+$371K	0.01%	1281
2023 Q1	$242K	Buy	+2,720	New	+$258K	﹤0.01%	1912
2022 Q4	–	Sell	-7,128	Closed	-$625K	–	2610
2022 Q3	$625K	Buy	7,128 +1,755	+33%	+$170K	0.02%	919
2022 Q2	$517K	Buy	+5,373	New	+$571K	0.02%	882
2022 Q1	–	Sell	-4,673	Closed	-$503K	–	2119
2021 Q4	$503K	Buy	+4,673	New	+$504K	0.02%	526
2021 Q3	–	Sell	-3,094	Closed	-$317K	–	1565
2021 Q2	$317K	Buy	+3,094	New	+$305K	0.01%	943
2020 Q2	–	Sell	-6,061	Closed	-$309K	–	1373
2020 Q1	$305K	Buy	+6,061	New	+$411K	0.01%	845
2018 Q3	–	Sell	-4,783	Closed	-$385K	–	2590
2018 Q2	$370K	Sell	4,783 -8,087	-63%	-$623K	﹤0.01%	1931
2018 Q1	$973K	Buy	+12,870	New	+$1.01M	0.01%	1276

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 Securities's BMO Position: Q1 2026 in Review

Two Sigma Securities reduced its Bank of Montreal (BMO) stake by 23% in Q1 2026, selling an estimated $67.9K and leaving 1,665 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #980.

Two Sigma Securities first reported a position in BMO in Q1 2018 and has held it in 13 quarters since. The position peaked at $973K in Q1 2018. 635 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Two Sigma Securities held 1,665 shares of Bank of Montreal worth $225K as of Q1 2026.
Two Sigma Securities sold 489 Bank of Montreal shares in Q1 2026, an estimated $67.9K.
Bank of Montreal made up 0.03% of Two Sigma Securities's portfolio in Q1 2026, its #980 holding.
Two Sigma Securities first reported a position in Bank of Montreal in Q1 2018 and has held it in 13 quarters since.
Two Sigma Securities's Bank of Montreal position peaked at $973K in Q1 2018.
635 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

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