Walleye Capital’s Bank of Montreal BMO Stock Holding History

Walleye Capital’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	$1.77M	Sell	13,100 -12,100	-48%	-$1.68M	0.01%	1565
2025 Q4	$3.27M	Buy	25,200 +15,100	+150%	+$1.91M	0.01%	1470
2025 Q3	$1.32M	Buy	10,100 +6,800	+206%	+$805K	﹤0.01%	1881
2025 Q2	$365K	Sell	3,300 -3,800	-54%	-$383K	﹤0.01%	2911
2025 Q1	$678K	Sell	7,100 -71,900	-91%	-$7.11M	﹤0.01%	2306
2024 Q4	$7.67M	Buy	79,000 +67,900	+612%	+$6.42M	0.02%	801
2024 Q3	$1M	Sell	11,100 -6,300	-36%	-$537K	﹤0.01%	2648
2024 Q2	$1.46M	Buy	17,400 +15,800	+988%	+$1.43M	﹤0.01%	2433
2024 Q1	$156K	Sell	1,600 -100	-6%	-$9.44K	﹤0.01%	4131
2023 Q4	$168K	Buy	+1,700	New	+$142K	﹤0.01%	3776
2023 Q2	–	Sell	-12,800	Closed	-$1.14M	–	4339
2023 Q1	$1.14M	Buy	+12,800	New	+$1.21M	0.02%	1071

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

Walleye Capital's BMO Position: Q1 2026 in Review

Walleye Capital increased its Bank of Montreal (BMO) stake by 1,168% in Q1 2026, buying an estimated $774K and bringing the position to 6,048 shares worth $819K. The position accounts for ﹤0.01% of the portfolio, ranked #2258.

Walleye Capital first reported a position in BMO in Q3 2022 and has held it in 6 quarters since. The position peaked at $837K in Q2 2024. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Walleye Capital held 6,048 shares of Bank of Montreal worth $819K as of Q1 2026.
Walleye Capital bought 5,571 Bank of Montreal shares in Q1 2026, an estimated $774K.
Bank of Montreal made up ﹤0.01% of Walleye Capital's portfolio in Q1 2026, its #2258 holding.
Walleye Capital first reported a position in Bank of Montreal in Q3 2022 and has held it in 6 quarters since.
Walleye Capital's Bank of Montreal position peaked at $837K in Q2 2024.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Walleye Capital's 13F filing for Q1 2026, filed 11 May 2026.