XTX Topco’s Bank of Montreal BMO Stock Holding History

XTX Topco’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	–	Sell	-4,164	Closed	-$564K	–	4166
2026 Q1	$564K	Sell	4,164 -26,315	-86%	-$3.66M	0.01%	1929
2025 Q4	$3.96M	Buy	30,479 +7,906	+35%	+$1M	0.1%	194
2025 Q3	$2.94M	Sell	22,573 -28,448	-56%	-$3.37M	0.15%	116
2025 Q2	$5.64M	Buy	51,021 +26,568	+109%	+$2.68M	0.23%	59
2025 Q1	$2.34M	Buy	24,453 +18,565	+315%	+$1.84M	0.12%	197
2024 Q4	$571K	Buy	5,888 +54	+0.9%	+$5.1K	0.05%	657
2024 Q3	$526K	Sell	5,834 -9,168	-61%	-$782K	0.04%	778
2024 Q2	$1.26M	Buy	+15,002	New	+$1.36M	0.11%	277
2024 Q1	–	Sell	-4,286	Closed	-$424K	–	1858
2023 Q4	$424K	Buy	+4,286	New	+$358K	0.09%	361

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

XTX Topco's BMO Position: Q2 2026 in Review

XTX Topco sold out of Bank of Montreal (BMO) in Q2 2026, closing a stake of 4,164 shares — an estimated $564K sold.

XTX Topco first reported a position in BMO in Q4 2023 and held it in 9 quarters. The position peaked at $5.64M in Q2 2025. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

XTX Topco reported no remaining Bank of Montreal position as of Q2 2026 after selling out during the quarter.
XTX Topco sold 4,164 Bank of Montreal shares in Q2 2026, an estimated $564K.
XTX Topco first reported a position in Bank of Montreal in Q4 2023 and held it in 9 quarters.
XTX Topco's Bank of Montreal position peaked at $5.64M in Q2 2025.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on XTX Topco's 13F filing for Q2 2026, filed 14 Aug 2026.