Bank of Montreal’s Couchbase BASE Stock Holding History

Bank of Montreal’s Portfolio BASE Stock Details BASE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-71,600	Closed	-$1.13M	–	3515
2025 Q1	$1.13M	Buy	+71,600	New	+$1.19M	﹤0.01%	1761

Other funds holding BASE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of Montreal's BASE Position: Q2 2025 in Review

Bank of Montreal sold out of Couchbase (BASE) in Q2 2025, closing a stake of 380 shares — an estimated $5.99K sold.

Bank of Montreal first reported a position in BASE in Q1 2025 and held it in 1 quarter. The position peaked at $5.99K in Q1 2025. 166 funds tracked by Wall St. Rank hold BASE as of Q2 2025.

Bank of Montreal reported no remaining Couchbase position as of Q2 2025 after selling out during the quarter.
Bank of Montreal sold 380 Couchbase shares in Q2 2025, an estimated $5.99K.
Bank of Montreal first reported a position in Couchbase in Q1 2025 and held it in 1 quarter.
Bank of Montreal's Couchbase position peaked at $5.99K in Q1 2025.
166 funds tracked by Wall St. Rank held Couchbase as of Q2 2025.

Based on Bank of Montreal's 13F filing for Q2 2025, filed 5 Aug 2025.