Bank of Montreal
BAI

Bank of Montreal’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Bank of Montreal’s Portfolio BAI Stock Details BAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.02K Sell
122
-93
-43% -$3.19K ﹤0.01% 3657
2025
Q4 		$7.24K Buy
+215
New +$7.45K ﹤0.01% 3453

Other funds holding BAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Bank of Montreal reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 43% in Q1 2026, selling an estimated $3.19K and leaving 122 shares worth $4.02K. The position accounts for ﹤0.01% of the portfolio, ranked #3657.

Bank of Montreal first reported a position in BAI in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.24K in Q4 2025. 540 funds tracked by Wall St. Rank hold BAI as of Q1 2026.

  • Bank of Montreal held 122 shares of iShares A.I. Innovation and Tech Active ETF worth $4.02K as of Q1 2026.
  • Bank of Montreal sold 93 iShares A.I. Innovation and Tech Active ETF shares in Q1 2026, an estimated $3.19K.
  • iShares A.I. Innovation and Tech Active ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3657 holding.
  • Bank of Montreal first reported a position in iShares A.I. Innovation and Tech Active ETF in Q4 2025 and has held it in 2 quarters since.
  • Bank of Montreal's iShares A.I. Innovation and Tech Active ETF position peaked at $7.24K in Q4 2025.
  • 540 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q1 2026.

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