HSBC HOLDINGS PLC BMO — BANK MONTREAL QUE

Ownership history in HSBC HOLDINGS PLC  ·  120 quarters on record

AI Ownership Summary

HSBC HOLDINGS PLC reported BANK MONTREAL QUE (BMO) in 120 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.04% in 2025 Q3. The latest visible filing shows BMO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HSBC HOLDINGS PLC's position in BANK MONTREAL QUE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BMO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BMO stock page HSBC HOLDINGS PLC fund profile HSBC HOLDINGS PLC full holdings
How HSBC HOLDINGS PLC held BMO — position size vs. price
% of Fund (quarterly)    BMO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 14 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 5,051 -494,571 -99.0% 0.00% $678K 2026-04-30 $152.10
2025 Q3 ADDED — — — 499,622 +96,437 +23.9% 0.04% $65.1M 2025-11-13 $123.14
2025 Q2 ADDED — — — 403,185 +23,046 +6.1% 0.03% $44.7M 2025-08-13 $113.72
2025 Q1 REDUCED 17.5% +17.2% ❌ 380,139 -80,831 -17.5% 0.02% $36.3M 2025-05-14 $100.56
2024 Q4 ADDED — — — 460,970 +390,970 +558.5% 0.03% $44.7M 2025-02-14 $98.00
2024 Q4 REDUCED 79.4% -0.5% ✅ 70,000 -269,925 -79.4% 0.00% $6.8M 2025-02-14 $98.00
2024 Q3 ADDED — — — 339,925 +269,925 +385.6% 0.02% $30.6M 2024-11-14 $89.59
2024 Q3 ADDED — — — 70,000 +63,077 +911.1% 0.00% $6.3M 2024-11-14 $89.59
2024 Q2 REDUCED 90.1% +9.0% ❌ 6,923 -63,077 -90.1% 0.00% $580K 2024-08-12 $77.12
2024 Q2 REDUCED 77.2% +9.0% ❌ 70,000 -236,830 -77.2% 0.00% $5.9M 2024-08-12 $77.12
2024 Q1 ADDED — — — 306,830 +236,830 +338.3% 0.02% $30.0M 2024-05-15 $89.11
2024 Q1 REDUCED 74.7% -13.8% ✅ 70,000 -206,615 -74.7% 0.00% $6.8M 2024-05-15 $89.11
2023 Q4 ADDED — — — 276,615 +206,615 +295.2% 0.02% $27.4M 2024-02-12 $86.74
2023 Q4 REDUCED 73.9% -0.2% ✅ 70,000 -198,015 -73.9% 0.01% $6.9M 2024-02-12 $86.74
106 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BMO

As of 2026 Q1 — sorted by position size

CANERECTOR INC 11.16% Scheer, Rowlett & Associates Investment Management Ltd. 3Y 7Y 5.81% BANK OF NOVA SCOTIA TRUST CO 3Y 7Y 5.76% Rempart Asset Management Inc. 3Y 5.45% Aviso Financial Inc. 4.8% Value Partners Investments Inc. 3Y 4.54% SIG North Trading, ULC 3Y 4.54% Guardian Partners Inc. 4.16% MUFG SECURITIES (CANADA), LTD. 3Y 4.07% Cardinal Capital Management, Inc. 3Y 7Y 3.65%

FAQ About HSBC HOLDINGS PLC and BMO

These are the practical questions this page is built to answer before you even open the full history table.

How long has HSBC HOLDINGS PLC reported owning BMO?

HSBC HOLDINGS PLC reported BMO across 14 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BMO position in HSBC HOLDINGS PLC's portfolio?

The largest reported portfolio weight for BMO was 0.04% in 2025 Q3.

What is the latest reported BMO position on this page?

The most recent filing on this page is 2026 Q1, when HSBC HOLDINGS PLC reported 5,051 shares, equal to 0.00% of portfolio, with an estimated market value of $678K.

What does the chart on this BMO ownership page compare?

The chart compares HSBC HOLDINGS PLC's quarterly BMO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HSBC HOLDINGS PLC time their BMO position?

Based on 13F filing dates vs. subsequent BMO price moves, HSBC HOLDINGS PLC correctly timed 74 out of 117 reported position changes (63%). The annualised alpha on BMO relative to SPY over the holding period was +0.4%.

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