Bank of Montreal
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Bank of Montreal’s BioVie BIVI Stock Holding History

Bank of Montreal’s Portfolio BIVI Stock Details BIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,300
Closed -$12.7K – 3521
2025
Q1 		$12.7K Sell
1,300
-3,700
-74% -$59.2K ﹤0.01% 3280
2024
Q4 		$100K Buy
+5,000
New +$121K ﹤0.01% 2952
2023
Q1 		– Sell
-100
Closed -$77.8K – 3798
2022
Q4 		$77.8K Buy
+100
New +$54.1K ﹤0.01% 3434

Other funds holding BIVI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of Montreal sold out of BioVie (BIVI) in Q2 2025, closing a stake of 1,300 shares — an estimated $12.7K sold.

Bank of Montreal first reported a position in BIVI in Q4 2022 and held it in 3 quarters. The position peaked at $100K in Q4 2024. 37 funds tracked by Wall St. Rank hold BIVI as of Q2 2025.

  • Bank of Montreal reported no remaining BioVie position as of Q2 2025 after selling out during the quarter.
  • Bank of Montreal sold 1,300 BioVie shares in Q2 2025, an estimated $12.7K.
  • Bank of Montreal first reported a position in BioVie in Q4 2022 and held it in 3 quarters.
  • Bank of Montreal's BioVie position peaked at $100K in Q4 2024.
  • 37 funds tracked by Wall St. Rank held BioVie as of Q2 2025.

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