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
-230,800
Closed -$7.95M – 3473
2024
Q4 		$7.95M Buy
230,800
+176,500
+325% +$5.48M ﹤0.01% 1057
2024
Q3 		$1.32M Sell
54,300
-38,100
-41% -$968K ﹤0.01% 1896
2024
Q2 		$2.59M Buy
+92,400
New +$2.37M ﹤0.01% 1547
2023
Q4 		– Sell
-450,500
Closed -$12.7M – 3955
2023
Q3 		$12.7M Buy
450,500
+150,100
+50% +$5.01M ﹤0.01% 884
2023
Q2 		$13.4M Sell
300,400
-1,400
-0.5% -$39.4K ﹤0.01% 893
2023
Q1 		$10.1M Buy
+301,800
New +$6.18M ﹤0.01% 941
2022
Q2 		– Sell
-705,000
Closed -$16.9M – 4058
2022
Q1 		$16.9M Buy
+705,000
New +$17M 0.01% 897
2021
Q2 		– Sell
-5,900
Closed -$374K – 3658
2021
Q1 		$374K Buy
+5,900
New +$686K ﹤0.01% 2815

Other funds holding AI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Bank of Montreal's AI Position: Q2 2026 in Review

Bank of Montreal increased its C3.ai (AI) stake by 33% in Q2 2026, buying an estimated $57.7K and bringing the position to 24,412 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #2944.

Bank of Montreal first reported a position in AI in Q4 2020 and has held it in 18 quarters since. The position peaked at $23.5M in Q1 2023. 320 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Bank of Montreal held 24,412 shares of C3.ai worth $222K as of Q2 2026.
  • Bank of Montreal bought 6,073 C3.ai shares in Q2 2026, an estimated $57.7K.
  • C3.ai made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2944 holding.
  • Bank of Montreal first reported a position in C3.ai in Q4 2020 and has held it in 18 quarters since.
  • Bank of Montreal's C3.ai position peaked at $23.5M in Q1 2023.
  • 320 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.