Bank of Montreal
AIFC

Bank of Montreal’s AI Financial Corp AIFC Stock Holding History

Bank of Montreal’s Portfolio AIFC Stock Details AIFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.8K Buy
24,119
+8,478
+54% +$13.8K ﹤0.01% 3432
2025
Q4 		$17.2K Buy
15,641
+1,681
+12% +$3.24K ﹤0.01% 3371
2025
Q3 		$37.6K Buy
+13,960
New +$83.6K ﹤0.01% 3184
2025
Q2 		– Sell
-17,656
Closed -$68.5K – 3790
2025
Q1 		$68.5K Buy
17,656
+5,026
+40% +$27.8K ﹤0.01% 3007
2024
Q4 		$58.7K Hold
12,630
– – ﹤0.01% 3075
2024
Q3 		$22.9K Buy
+12,630
New +$25.8K ﹤0.01% 3561

Other funds holding AIFC

CL
CRCM LP San Francisco, California $141M AUM 153.09% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
HHGC
Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of Montreal increased its AI Financial Corp (AIFC) stake by 54% in Q1 2026, buying an estimated $13.8K and bringing the position to 24,119 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3432.

Bank of Montreal first reported a position in AIFC in Q3 2024 and has held it in 6 quarters since. The position peaked at $68.5K in Q1 2025. 90 funds tracked by Wall St. Rank hold AIFC as of Q1 2026.

  • Bank of Montreal held 24,119 shares of AI Financial Corp worth $26.8K as of Q1 2026.
  • Bank of Montreal bought 8,478 AI Financial Corp shares in Q1 2026, an estimated $13.8K.
  • AI Financial Corp made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3432 holding.
  • Bank of Montreal first reported a position in AI Financial Corp in Q3 2024 and has held it in 6 quarters since.
  • Bank of Montreal's AI Financial Corp position peaked at $68.5K in Q1 2025.
  • 90 funds tracked by Wall St. Rank held AI Financial Corp as of Q1 2026.

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