Bank of Montreal
CCC

Bank of Montreal’s CCC Intelligent Solutions CCC Stock Holding History

Bank of Montreal’s Portfolio CCC Stock Details CCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$77.4K Sell
15,004
-6,312
-30% -$31.2K ﹤0.01% 3310
2026
Q1 		$128K Sell
21,316
-5,760
-21% -$37.7K ﹤0.01% 3066
2025
Q4 		$215K Sell
27,076
-21,256
-44% -$173K ﹤0.01% 2803
2025
Q3 		$440K Buy
48,332
+2,765
+6% +$26.7K ﹤0.01% 2324
2025
Q2 		$429K Buy
45,567
+24,675
+118% +$221K ﹤0.01% 2363
2025
Q1 		$189K Buy
20,892
+336
+2% +$3.49K ﹤0.01% 2749
2024
Q4 		$241K Sell
20,556
-837
-4% -$9.69K ﹤0.01% 2670
2024
Q3 		$238K Sell
21,393
-70
-0.3% -$755 ﹤0.01% 2923
2024
Q2 		$247K Buy
21,463
+14
+0.1% +$159 ﹤0.01% 2859
2024
Q1 		$257K Sell
21,449
-1,071
-5% -$12.2K ﹤0.01% 2881
2023
Q4 		$259K Buy
+22,520
New +$263K ﹤0.01% 2961

Other funds holding CCC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Bank of Montreal reduced its CCC Intelligent Solutions (CCC) stake by 30% in Q2 2026, selling an estimated $31.2K and leaving 15,004 shares worth $77.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3310.

Bank of Montreal first reported a position in CCC in Q4 2023 and has held it in 11 quarters since. The position peaked at $440K in Q3 2025. 328 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • Bank of Montreal held 15,004 shares of CCC Intelligent Solutions worth $77.4K as of Q2 2026.
  • Bank of Montreal sold 6,312 CCC Intelligent Solutions shares in Q2 2026, an estimated $31.2K.
  • CCC Intelligent Solutions made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3310 holding.
  • Bank of Montreal first reported a position in CCC Intelligent Solutions in Q4 2023 and has held it in 11 quarters since.
  • Bank of Montreal's CCC Intelligent Solutions position peaked at $440K in Q3 2025.
  • 328 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

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