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
Q2 		$16.9K Buy
28,810
+4,691
+19% +$3.93K ﹤0.01% 3611
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 $152M AUM 26.3% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DC
Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.37B AUM 71.68% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

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

Bank of Montreal increased its AI Financial Corp (AIFC) stake by 19% in Q2 2026, buying an estimated $3.93K and bringing the position to 28,810 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3611.

Bank of Montreal first reported a position in AIFC in Q3 2024 and has held it in 7 quarters since. The position peaked at $68.5K in Q1 2025. 75 funds tracked by Wall St. Rank hold AIFC as of Q2 2026.

  • Bank of Montreal held 28,810 shares of AI Financial Corp worth $16.9K as of Q2 2026.
  • Bank of Montreal bought 4,691 AI Financial Corp shares in Q2 2026, an estimated $3.93K.
  • AI Financial Corp made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3611 holding.
  • Bank of Montreal first reported a position in AI Financial Corp in Q3 2024 and has held it in 7 quarters since.
  • Bank of Montreal's AI Financial Corp position peaked at $68.5K in Q1 2025.
  • 75 funds tracked by Wall St. Rank held AI Financial Corp as of Q2 2026.

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