Bank of Montreal
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Bank of Montreal’s C3.ai AI Stock Holding History

Bank of Montreal’s Portfolio AI Stock Details AI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-55,000
Closed -$1.89M – 3472
2024
Q4 		$1.89M Hold
55,000
– – ﹤0.01% 1572
2024
Q3 		$1.33M Hold
55,000
– – ﹤0.01% 1887
2024
Q2 		$1.54M Sell
55,000
-35,000
-39% -$899K ﹤0.01% 1785
2024
Q1 		$2.49M Buy
+90,000
New +$2.53M ﹤0.01% 1520
2023
Q4 		– Sell
-100,000
Closed -$2.82M – 3954
2023
Q3 		$2.82M Buy
+100,000
New +$3.34M ﹤0.01% 1536

Other funds holding AI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Bank of Montreal's AI Position: Q1 2026 in Review

Bank of Montreal reduced its C3.ai (AI) stake by 21% in Q1 2026, selling an estimated $52.7K and leaving 18,339 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #3012.

Bank of Montreal first reported a position in AI in Q4 2020 and has held it in 17 quarters since. The position peaked at $23.5M in Q1 2023. 318 funds tracked by Wall St. Rank hold AI as of Q1 2026.

  • Bank of Montreal held 18,339 shares of C3.ai worth $154K as of Q1 2026.
  • Bank of Montreal sold 4,910 C3.ai shares in Q1 2026, an estimated $52.7K.
  • C3.ai made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3012 holding.
  • Bank of Montreal first reported a position in C3.ai in Q4 2020 and has held it in 17 quarters since.
  • Bank of Montreal's C3.ai position peaked at $23.5M in Q1 2023.
  • 318 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.