Bank Of Montreal (BERZ) Change in Securities (2009 - 2026)

Bank Of Montreal (BERZ) reported Change in Securities of -$4.7 billion for Q1 2026, down 182.17% year-over-year from $5.7 billion in Q1 2025, and down 111.79% quarter-over-quarter from $39.6 billion in Q4 2025.

Bank Of Montreal (BERZ) Change in Securities (2009 - 2026) Analysis & Trends

Bank Of Montreal (BERZ) has 18 years of Change in Securities data on file, last reported at -$4.7 billion in Q1 2026.

  • Change in Securities for Q1 2026 came in at -$4.7 billion, down 182.17% year-over-year; the trailing twelve-month figure through Jan 2026 was $6.8 billion (up 125.15% YoY), and the FY2025 annual result was $39.6 billion, up 54.21% from the prior year.
  • Change in Securities retreated to -$4.7 billion in Q1 2026 per BERZ's latest filing, from $39.6 billion in the prior quarter.
  • Over five years, Change in Securities peaked at $39.6 billion in Q4 2025 and troughed at -$4.7 billion in Q1 2026.
  • A 5-year average of $15.8 billion and a median of $7.4 billion in 2025 frame the typical range for Change in Securities.
  • The sharpest annual moves came in 2024 and 2025: Change in Securities tumbled 263.82% in 2024, then surged 2363.82% in 2025.
  • A 5-year view of Change in Securities shows it stood at $30.9 billion in 2022, then advanced by 4.64% to $32.3 billion in 2023, then declined by 20.54% to $25.7 billion in 2024, then jumped by 54.21% to $39.6 billion in 2025, then plunged by 111.79% to -$4.7 billion in 2026.
  • Business Quant data shows BERZ's Change in Securities at -$4.7 billion in Q1 2026, $39.6 billion in Q4 2025, and $37.4 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change in Securities (Qtr)
1 Canadian Imperial Bank Of Commerce 1,386,393,358.39 Bn 1,386,393,358.61 Bn - -
2 Hsbc Holdings 37,974.20 Bn 37,974.65 Bn - -
3 Royal Bank Of Canada 2,996.75 Bn 2,925.20 Bn - -
4 Toronto Dominion Bank 994.93 Bn 988.13 Bn - -
5 Bank Of Montreal 413.07 Bn 413.07 Bn - -4.66 Bn
6 Bank Of America 406.09 Bn -200.61 Bn 29.24 Bn -
7 Barclays 379.37 Bn -269.24 Bn - -
8 Mitsubishi Ufj Financial 275.02 Bn -411.26 Bn 3.81 Bn -
9 Wells Fargo & Company 257.70 Bn 182.63 Bn - -
10 Citigroup 256.35 Bn -1,928.65 Bn 19.85 Bn -

Historic Data

Download Data
DateValue
Jan 31, 2026 -4.66 Bn
Oct 31, 2025 39.56 Bn
Jul 31, 2025 37.41 Bn
Apr 30, 2025 7.43 Bn
Jan 31, 2025 5.68 Bn
Oct 31, 2024 25.65 Bn
Jul 31, 2024 -1.65 Bn
Apr 30, 2024 -1.45 Bn
Jan 31, 2024 442.35 Mn
Oct 31, 2023 32.28 Bn
Jul 31, 2023 -790.41 Mn
Apr 30, 2023 884.64 Mn
Jan 31, 2023 5.39 Bn
Oct 31, 2022 30.85 Bn
Jul 31, 2022 32.02 Bn
Apr 30, 2022 31.04 Bn
Jan 31, 2022 29.04 Bn
Oct 31, 2021 25.51 Bn
Jul 31, 2021 23.20 Bn
Apr 30, 2021 25.85 Bn